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Disclosery

9258 Wealth Management, LLC: IVE position timeline

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

9258 Wealth Management, LLC held 7,232 IVE 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 7,232 shares
    Change vs previous 13F -26 shares

    0.21% of the 13F portfolio, value $1,425,845.

    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 7,258 shares
    Change vs previous 13F -35 shares

    0.2% of the 13F portfolio, value $1,321,074.

    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 7,293 shares
    Change vs previous 13F -6 shares

    0.21% of the 13F portfolio, value $1,362,408.

    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 7,299 shares
    Change vs previous 13F -189 shares

    0.22% of the 13F portfolio, value $1,269,197.

    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 7,488 shares
    Change vs previous 13F +58 shares

    0.22% of the 13F portfolio, value $1,152,030.

    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 7,430 shares
    Change vs previous 13F -177 shares

    0.23% of the 13F portfolio, value $1,197,722.

    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 7,607 shares
    Change vs previous 13F -65 shares

    0.23% of the 13F portfolio, value $1,154,495.

    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 7,672 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,112,935.

    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).