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Disclosery

9258 Wealth Management, LLC: IWP position timeline

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

9258 Wealth Management, LLC held 45,800 IWP 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 45,800 shares
    Change vs previous 13F +105 shares

    0.79% of the 13F portfolio, value $5,371,937.

    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 45,695 shares
    Change vs previous 13F -3,275 shares

    0.78% of the 13F portfolio, value $5,042,460.

    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 48,970 shares
    Change vs previous 13F +1,073 shares

    0.87% of the 13F portfolio, value $5,589,464.

    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 47,897 shares
    Change vs previous 13F +4,375 shares

    0.88% of the 13F portfolio, value $5,003,349.

    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 43,522 shares
    Change vs previous 13F +8,706 shares

    0.77% of the 13F portfolio, value $3,975,735.

    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 34,816 shares
    Change vs previous 13F +31,278 shares

    0.63% of the 13F portfolio, value $3,364,270.

    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 3,538 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $322,135.

    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 3,538 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $295,777.

    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).