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9258 Wealth Management, LLC: IAGG position timeline

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

9258 Wealth Management, LLC held 58,586 IAGG 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 58,586 shares
    Change vs previous 13F -1,680 shares

    0.45% of the 13F portfolio, value $3,035,951.

    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 60,266 shares
    Change vs previous 13F -7,945 shares

    0.46% of the 13F portfolio, value $3,008,502.

    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 68,211 shares
    Change vs previous 13F +214 shares

    0.53% of the 13F portfolio, value $3,407,163.

    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 67,997 shares
    Change vs previous 13F +3,342 shares

    0.6% of the 13F portfolio, value $3,386,274.

    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 64,655 shares
    Change vs previous 13F -870 shares

    0.61% of the 13F portfolio, value $3,153,883.

    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 65,525 shares
    Change vs previous 13F +6,656 shares

    0.61% of the 13F portfolio, value $3,229,739.

    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 58,869 shares
    Change vs previous 13F +3,446 shares

    0.58% of the 13F portfolio, value $2,881,649.

    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 55,423 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $2,635,375.

    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).