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Disclosery

9258 Wealth Management, LLC: IVV position timeline

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

9258 Wealth Management, LLC held 14,353 IVV 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 14,353 shares
    Change vs previous 13F -11 shares

    1.22% of the 13F portfolio, value $8,279,078.

    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 14,364 shares
    Change vs previous 13F -136 shares

    1.21% of the 13F portfolio, value $7,860,643.

    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 14,500 shares
    Change vs previous 13F -128 shares

    1.19% of the 13F portfolio, value $7,623,089.

    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 14,628 shares
    Change vs previous 13F -612 shares

    1.23% of the 13F portfolio, value $6,986,571.

    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 15,240 shares
    Change vs previous 13F -470 shares

    1.27% of the 13F portfolio, value $6,544,507.

    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 15,710 shares
    Change vs previous 13F -2,491 shares

    1.32% of the 13F portfolio, value $7,002,097.

    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 18,201 shares
    Change vs previous 13F -668 shares

    1.51% of the 13F portfolio, value $7,482,111.

    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 18,869 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $7,249,708.

    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).