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Disclosery

9258 Wealth Management, LLC: IJJ position timeline

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

9258 Wealth Management, LLC held 13,918 IJJ 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 13,918 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,720,543.

    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 13,918 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,579,136.

    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 13,918 shares
    Change vs previous 13F -369 shares

    0.26% of the 13F portfolio, value $1,646,360.

    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 14,287 shares
    Change vs previous 13F +374 shares

    0.29% of the 13F portfolio, value $1,629,289.

    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 13,913 shares
    Change vs previous 13F +202 shares

    0.27% of the 13F portfolio, value $1,404,239.

    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 13,711 shares
    Change vs previous 13F -7 shares

    0.28% of the 13F portfolio, value $1,468,859.

    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 13,718 shares
    Change vs previous 13F -75 shares

    0.28% of the 13F portfolio, value $1,409,793.

    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 13,793 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,390,325.

    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).