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9258 Wealth Management, LLC: IWX position timeline

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

9258 Wealth Management, LLC held 194,222 IWX 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 194,222 shares
    Change vs previous 13F -715 shares

    2.33% of the 13F portfolio, value $15,784,410.

    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 194,937 shares
    Change vs previous 13F -12,925 shares

    2.24% of the 13F portfolio, value $14,585,200.

    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 207,862 shares
    Change vs previous 13F +5,221 shares

    2.47% of the 13F portfolio, value $15,864,014.

    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 202,641 shares
    Change vs previous 13F +15,429 shares

    2.5% of the 13F portfolio, value $14,219,333.

    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 187,212 shares
    Change vs previous 13F +16,374 shares

    2.38% of the 13F portfolio, value $12,238,072.

    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 170,838 shares
    Change vs previous 13F +78,487 shares

    2.17% of the 13F portfolio, value $11,521,339.

    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 92,351 shares
    Change vs previous 13F +5,597 shares

    1.21% of the 13F portfolio, value $6,012,044.

    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 86,754 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $5,636,408.

    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).