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Disclosery

9258 Wealth Management, LLC: IWV position timeline

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

9258 Wealth Management, LLC held 7,838 IWV 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 7,838 shares
    Change vs previous 13F -530 shares

    0.38% of the 13F portfolio, value $2,560,910.

    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 8,368 shares
    Change vs previous 13F -91 shares

    0.4% of the 13F portfolio, value $2,582,951.

    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 8,459 shares
    Change vs previous 13F +102 shares

    0.4% of the 13F portfolio, value $2,538,377.

    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 8,357 shares
    Change vs previous 13F -346 shares

    0.4% of the 13F portfolio, value $2,287,645.

    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 8,703 shares
    Change vs previous 13F +315 shares

    0.41% of the 13F portfolio, value $2,132,757.

    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 8,388 shares
    Change vs previous 13F +3,912 shares

    0.4% of the 13F portfolio, value $2,134,578.

    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 4,476 shares
    Change vs previous 13F -522 shares

    0.21% of the 13F portfolio, value $1,053,695.

    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 4,998 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,102,959.

    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).