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Disclosery

9258 Wealth Management, LLC: MPC position timeline

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

9258 Wealth Management, LLC held 17,988 MPC 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 17,988 shares
    Change vs previous 13F -562 shares

    0.43% of the 13F portfolio, value $2,930,399.

    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 18,550 shares
    Change vs previous 13F +159 shares

    0.5% of the 13F portfolio, value $3,218,072.

    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 18,391 shares
    Change vs previous 13F +4 shares

    0.58% of the 13F portfolio, value $3,705,711.

    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 18,387 shares
    Change vs previous 13F -120 shares

    0.48% of the 13F portfolio, value $2,727,928.

    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 18,507 shares
    Change vs previous 13F -33 shares

    0.54% of the 13F portfolio, value $2,800,883.

    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 18,540 shares
    Change vs previous 13F -575 shares

    0.41% of the 13F portfolio, value $2,161,786.

    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 19,115 shares
    Change vs previous 13F -4 shares

    0.52% of the 13F portfolio, value $2,577,313.

    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 19,119 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,225,283.

    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).