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9258 Wealth Management, LLC: MGV position timeline

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

9258 Wealth Management, LLC held 99,318 MGV 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 99,318 shares
    Change vs previous 13F -236 shares

    1.88% of the 13F portfolio, value $12,740,509.

    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 99,554 shares
    Change vs previous 13F -3,535 shares

    1.82% of the 13F portfolio, value $11,797,145.

    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 103,089 shares
    Change vs previous 13F +2,319 shares

    1.92% of the 13F portfolio, value $12,320,163.

    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 100,770 shares
    Change vs previous 13F +6,552 shares

    1.94% of the 13F portfolio, value $11,021,198.

    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 94,218 shares
    Change vs previous 13F +2,894 shares

    1.86% of the 13F portfolio, value $9,553,752.

    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 91,324 shares
    Change vs previous 13F +21,062 shares

    1.78% of the 13F portfolio, value $9,475,800.

    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 70,262 shares
    Change vs previous 13F +1,866 shares

    1.43% of the 13F portfolio, value $7,097,872.

    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 68,396 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $7,034,496.

    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).