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Disclosery

9258 Wealth Management, LLC: IWR position timeline

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

9258 Wealth Management, LLC held 99,797 IWR 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 99,797 shares
    Change vs previous 13F -1,274 shares

    1.3% of the 13F portfolio, value $8,796,120.

    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 101,071 shares
    Change vs previous 13F -7,084 shares

    1.26% of the 13F portfolio, value $8,194,853.

    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 108,155 shares
    Change vs previous 13F +2,419 shares

    1.42% of the 13F portfolio, value $9,094,765.

    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 105,736 shares
    Change vs previous 13F +3,451 shares

    1.45% of the 13F portfolio, value $8,218,886.

    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 102,285 shares
    Change vs previous 13F -3,493 shares

    1.38% of the 13F portfolio, value $7,083,232.

    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 105,778 shares
    Change vs previous 13F +2,877 shares

    1.45% of the 13F portfolio, value $7,724,962.

    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 102,901 shares
    Change vs previous 13F +6,284 shares

    1.45% of the 13F portfolio, value $7,194,869.

    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 96,617 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $6,516,784.

    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).