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Disclosery

9258 Wealth Management, LLC: IUSB position timeline

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

9258 Wealth Management, LLC held 271,685 IUSB 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 271,685 shares
    Change vs previous 13F -12,768 shares

    1.89% of the 13F portfolio, value $12,801,780.

    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 284,453 shares
    Change vs previous 13F -33,460 shares

    1.98% of the 13F portfolio, value $12,862,950.

    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 317,913 shares
    Change vs previous 13F +1,962 shares

    2.26% of the 13F portfolio, value $14,493,647.

    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 315,951 shares
    Change vs previous 13F +18,361 shares

    2.56% of the 13F portfolio, value $14,555,851.

    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 297,590 shares
    Change vs previous 13F +5,225 shares

    2.53% of the 13F portfolio, value $13,009,158.

    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 292,365 shares
    Change vs previous 13F +37,932 shares

    2.5% of the 13F portfolio, value $13,293,850.

    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 254,433 shares
    Change vs previous 13F +19,411 shares

    2.37% of the 13F portfolio, value $11,742,075.

    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 235,022 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $10,559,555.

    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).