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Disclosery

9258 Wealth Management, LLC: IJK position timeline

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

9258 Wealth Management, LLC held 39,512 IJK 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 39,512 shares
    Change vs previous 13F -4,512 shares

    0.54% of the 13F portfolio, value $3,632,332.

    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 44,024 shares
    Change vs previous 13F -901 shares

    0.6% of the 13F portfolio, value $3,878,991.

    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 44,925 shares
    Change vs previous 13F -1,203 shares

    0.64% of the 13F portfolio, value $4,099,387.

    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 46,128 shares
    Change vs previous 13F -5,677 shares

    0.64% of the 13F portfolio, value $3,654,271.

    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 51,805 shares
    Change vs previous 13F -12,762 shares

    0.73% of the 13F portfolio, value $3,742,374.

    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 64,567 shares
    Change vs previous 13F -46,317 shares

    0.91% of the 13F portfolio, value $4,842,513.

    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 110,884 shares
    Change vs previous 13F +11,240 shares

    1.6% of the 13F portfolio, value $7,929,279.

    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 99,644 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $6,805,704.

    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).