Skip to content
Disclosery

9258 Wealth Management, LLC: MMM position timeline

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

9258 Wealth Management, LLC held 2,035 MMM 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 2,035 shares
    Change vs previous 13F -454 shares

    0.04% of the 13F portfolio, value $278,185.

    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 2,489 shares
    Change vs previous 13F -1,066 shares

    0.04% of the 13F portfolio, value $254,351.

    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 3,555 shares
    Change vs previous 13F -27 shares

    0.06% of the 13F portfolio, value $377,079.

    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 3,582 shares
    Change vs previous 13F -234 shares

    0.07% of the 13F portfolio, value $391,584.

    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 3,816 shares
    Change vs previous 13F +168 shares

    0.07% of the 13F portfolio, value $357,254.

    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 3,648 shares
    Change vs previous 13F -315 shares

    0.07% of the 13F portfolio, value $365,128.

    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 3,963 shares
    Change vs previous 13F +865 shares

    0.08% of the 13F portfolio, value $416,562.

    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 3,098 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $371,525.

    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).