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Disclosery

9258 Wealth Management, LLC: HD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 9258 Wealth Management, LLC on HD, newest first. How the timeline and the estimate are built.

9258 Wealth Management, LLC held 15,473 HD shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 15,473 shares
    Change vs previous 13F +1,127 shares

    0.93% of the 13F portfolio, value $6,269,550.

    13F-HR 0001765380-24-000439 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 14,346 shares
    Change vs previous 13F -79 shares

    0.76% of the 13F portfolio, value $4,938,460.

    13F-HR 0001765380-24-000258 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 14,425 shares
    Change vs previous 13F +542 shares

    0.86% of the 13F portfolio, value $5,533,501.

    13F-HR 0001765380-24-000182 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F/A 13,883 shares
    Change vs previous 13F +557 shares

    0.85% of the 13F portfolio, value $4,811,315.

    13F-HR/A 0001765380-24-000083 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-09-30
    13F 13,326 shares
    Change vs previous 13F +103 shares

    0.78% of the 13F portfolio, value $4,026,496.

    13F-HR 0001765380-23-000219 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-06-30
    13F 13,223 shares
    Change vs previous 13F +54 shares

    0.77% of the 13F portfolio, value $4,107,575.

    13F-HR 0001765380-23-000157 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-03-31
    13F 13,169 shares
    Change vs previous 13F +77 shares

    0.78% of the 13F portfolio, value $3,886,470.

    13F-HR 0001765380-23-000081 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-12-31
    13F 13,092 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $4,135,322.

    13F-HR 0001765380-23-000003 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).