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Disclosery

9258 Wealth Management, LLC: IEMG position timeline

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

9258 Wealth Management, LLC held 4,721 IEMG 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 4,721 shares
    Change vs previous 13F +30 shares

    0.04% of the 13F portfolio, value $271,033.

    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 4,691 shares
    Change vs previous 13F +209 shares

    0.04% of the 13F portfolio, value $251,109.

    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 4,482 shares
    Change vs previous 13F -505 shares

    0.04% of the 13F portfolio, value $231,271.

    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 4,987 shares
    Change vs previous 13F -644 shares

    0.04% of the 13F portfolio, value $252,242.

    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 5,631 shares
    Change vs previous 13F -6 shares

    0.05% of the 13F portfolio, value $267,979.

    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 5,637 shares
    Change vs previous 13F -1,594 shares

    0.05% of the 13F portfolio, value $277,848.

    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 7,231 shares
    Change vs previous 13F +548 shares

    0.07% of the 13F portfolio, value $352,800.

    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 6,683 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $312,096.

    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).