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Disclosery

9258 Wealth Management, LLC: IUSG position timeline

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

9258 Wealth Management, LLC held 6,581 IUSG 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 6,581 shares
    Change vs previous 13F -65 shares

    0.13% of the 13F portfolio, value $868,100.

    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 6,646 shares
    Change vs previous 13F -15 shares

    0.13% of the 13F portfolio, value $847,232.

    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 6,661 shares
    Change vs previous 13F -95 shares

    0.12% of the 13F portfolio, value $780,736.

    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 6,756 shares
    Change vs previous 13F -17 shares

    0.12% of the 13F portfolio, value $703,300.

    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 6,773 shares
    Change vs previous 13F -60 shares

    0.12% of the 13F portfolio, value $642,284.

    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 6,833 shares
    Change vs previous 13F -60 shares

    0.13% of the 13F portfolio, value $667,174.

    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 6,893 shares
    Change vs previous 13F -50 shares

    0.12% of the 13F portfolio, value $611,892.

    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 6,943 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $565,993.

    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).