9258 Wealth Management, LLC: IGSB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 9258 Wealth Management, LLC on IGSB, newest first. How the timeline and the estimate are built.
9258 Wealth Management, LLC held 0 IGSB shares at 2023-12-31 per its 13F-HR/A filed 2024-02-13.
the latest 13F is the newest step
- period ended2023-12-3113F/A 0 sharesChange vs previous 13F -4,153 shares
13F-HR/A 0001765380-24-000083 filed by 9258 Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2023-09-3013F 4,153 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $206,964.
13F-HR 0001765380-23-000219 filed by 9258 Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 4,153 sharesChange vs previous 13F -384 shares
0.04% of the 13F portfolio, value $208,376.
13F-HR 0001765380-23-000157 filed by 9258 Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 4,537 sharesChange vs previous 13F -202 shares
0.05% of the 13F portfolio, value $229,321.
13F-HR 0001765380-23-000081 filed by 9258 Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 4,739 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $236,117.
13F-HR 0001765380-23-000003 filed by 9258 Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).