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Disclosery

9258 Wealth Management, LLC: IWY position timeline

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

9258 Wealth Management, LLC held 103,916 IWY 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 103,916 shares
    Change vs previous 13F -1,873 shares

    3.38% of the 13F portfolio, value $22,866,646.

    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 105,789 shares
    Change vs previous 13F -5,025 shares

    3.49% of the 13F portfolio, value $22,693,787.

    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 110,814 shares
    Change vs previous 13F +2,237 shares

    3.37% of the 13F portfolio, value $21,619,766.

    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 108,577 shares
    Change vs previous 13F +12,090 shares

    3.35% of the 13F portfolio, value $19,024,887.

    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 96,487 shares
    Change vs previous 13F +12,652 shares

    2.89% of the 13F portfolio, value $14,842,604.

    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 83,835 shares
    Change vs previous 13F +40,159 shares

    2.5% of the 13F portfolio, value $13,292,887.

    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 43,676 shares
    Change vs previous 13F +2,392 shares

    1.23% of the 13F portfolio, value $6,067,889.

    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 41,284 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $4,976,001.

    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).