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Disclosery

9258 Wealth Management, LLC: IJH position timeline

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

9258 Wealth Management, LLC held 32,446 IJH 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 32,446 shares
    Change vs previous 13F +77 shares

    0.3% of the 13F portfolio, value $2,022,029.

    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 32,369 shares
    Change vs previous 13F -529 shares

    0.29% of the 13F portfolio, value $1,894,250.

    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 32,898 shares
    Change vs previous 13F +25,863 shares

    0.31% of the 13F portfolio, value $1,998,231.

    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 7,035 shares
    Change vs previous 13F -1,148 shares

    0.34% of the 13F portfolio, value $1,949,701.

    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 8,183 shares
    Change vs previous 13F -84 shares

    0.4% of the 13F portfolio, value $2,040,351.

    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 8,267 shares
    Change vs previous 13F -939 shares

    0.41% of the 13F portfolio, value $2,161,571.

    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 9,206 shares
    Change vs previous 13F -184 shares

    0.47% of the 13F portfolio, value $2,303,081.

    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 9,390 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,271,442.

    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).