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Disclosery

9258 Wealth Management, LLC: INTC position timeline

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

9258 Wealth Management, LLC held 15,177 INTC 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 15,177 shares
    Change vs previous 13F -4,773 shares

    0.05% of the 13F portfolio, value $356,059.

    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 19,950 shares
    Change vs previous 13F -2,725 shares

    0.1% of the 13F portfolio, value $617,862.

    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 22,675 shares
    Change vs previous 13F +276 shares

    0.16% of the 13F portfolio, value $1,001,556.

    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 22,399 shares
    Change vs previous 13F -306 shares

    0.2% of the 13F portfolio, value $1,125,555.

    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 22,705 shares
    Change vs previous 13F +2,145 shares

    0.16% of the 13F portfolio, value $807,171.

    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 20,560 shares
    Change vs previous 13F +2,736 shares

    0.13% of the 13F portfolio, value $687,529.

    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 17,824 shares
    Change vs previous 13F +1,004 shares

    0.12% of the 13F portfolio, value $582,298.

    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 16,820 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $444,553.

    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).