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9258 Wealth Management, LLC: IEI position timeline

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

9258 Wealth Management, LLC held 34,393 IEI 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 34,393 shares
    Change vs previous 13F -1,508 shares

    0.61% of the 13F portfolio, value $4,113,577.

    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 35,901 shares
    Change vs previous 13F -3,539 shares

    0.64% of the 13F portfolio, value $4,145,545.

    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 39,440 shares
    Change vs previous 13F -29 shares

    0.71% of the 13F portfolio, value $4,567,593.

    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 39,469 shares
    Change vs previous 13F +1,610 shares

    0.81% of the 13F portfolio, value $4,623,037.

    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 37,859 shares
    Change vs previous 13F -705 shares

    0.83% of the 13F portfolio, value $4,284,149.

    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 38,564 shares
    Change vs previous 13F +2,060 shares

    0.84% of the 13F portfolio, value $4,444,837.

    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 36,504 shares
    Change vs previous 13F +1,122 shares

    0.87% of the 13F portfolio, value $4,294,651.

    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 35,382 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $4,065,017.

    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).