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9258 Wealth Management, LLC: IEF position timeline

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

9258 Wealth Management, LLC held 96,253 IEF 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 96,253 shares
    Change vs previous 13F -3,101 shares

    1.4% of the 13F portfolio, value $9,444,359.

    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 99,354 shares
    Change vs previous 13F -10,605 shares

    1.43% of the 13F portfolio, value $9,304,524.

    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 109,959 shares
    Change vs previous 13F +1,354 shares

    1.62% of the 13F portfolio, value $10,408,683.

    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 108,605 shares
    Change vs previous 13F +5,405 shares

    1.84% of the 13F portfolio, value $10,468,427.

    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 103,200 shares
    Change vs previous 13F -930 shares

    1.84% of the 13F portfolio, value $9,452,057.

    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 104,130 shares
    Change vs previous 13F +10,491 shares

    1.89% of the 13F portfolio, value $10,058,992.

    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 93,639 shares
    Change vs previous 13F +61,940 shares

    1.87% of the 13F portfolio, value $9,281,524.

    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 31,699 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $3,036,113.

    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).