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Disclosery

9258 Wealth Management, LLC: IJR position timeline

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

9258 Wealth Management, LLC held 18,889 IJR 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 18,889 shares
    Change vs previous 13F -1,918 shares

    0.33% of the 13F portfolio, value $2,209,286.

    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 20,807 shares
    Change vs previous 13F -227 shares

    0.34% of the 13F portfolio, value $2,219,289.

    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 21,034 shares
    Change vs previous 13F +259 shares

    0.36% of the 13F portfolio, value $2,324,700.

    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 20,775 shares
    Change vs previous 13F -723 shares

    0.4% of the 13F portfolio, value $2,248,946.

    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 21,498 shares
    Change vs previous 13F +3 shares

    0.39% of the 13F portfolio, value $2,027,881.

    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 21,495 shares
    Change vs previous 13F -180 shares

    0.4% of the 13F portfolio, value $2,141,949.

    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 21,675 shares
    Change vs previous 13F +51 shares

    0.42% of the 13F portfolio, value $2,095,962.

    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 21,624 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,046,542.

    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).