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Disclosery

9258 Wealth Management, LLC: IWL position timeline

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

9258 Wealth Management, LLC held 23,853 IWL 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 23,853 shares
    Change vs previous 13F -2,155 shares

    0.5% of the 13F portfolio, value $3,349,861.

    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 26,008 shares
    Change vs previous 13F -3,392 shares

    0.54% of the 13F portfolio, value $3,483,777.

    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 29,400 shares
    Change vs previous 13F +677 shares

    0.58% of the 13F portfolio, value $3,737,279.

    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 28,723 shares
    Change vs previous 13F +2,801 shares

    0.58% of the 13F portfolio, value $3,305,747.

    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 25,922 shares
    Change vs previous 13F -502 shares

    0.52% of the 13F portfolio, value $2,679,537.

    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 26,424 shares
    Change vs previous 13F -10,128 shares

    0.53% of the 13F portfolio, value $2,817,834.

    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 36,552 shares
    Change vs previous 13F -81,593 shares

    0.72% of the 13F portfolio, value $3,556,901.

    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 118,145 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $10,629,493.

    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).