Skip to content
Disclosery

9258 Wealth Management, LLC: MSFT position timeline

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

9258 Wealth Management, LLC held 45,630 MSFT 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 45,630 shares
    Change vs previous 13F +628 shares

    2.9% of the 13F portfolio, value $19,634,727.

    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 45,002 shares
    Change vs previous 13F -251 shares

    3.1% of the 13F portfolio, value $20,113,678.

    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 45,253 shares
    Change vs previous 13F -238 shares

    2.97% of the 13F portfolio, value $19,038,821.

    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 45,491 shares
    Change vs previous 13F +465 shares

    3.01% of the 13F portfolio, value $17,106,323.

    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 45,026 shares
    Change vs previous 13F -179 shares

    2.76% of the 13F portfolio, value $14,217,027.

    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 45,205 shares
    Change vs previous 13F -588 shares

    2.9% of the 13F portfolio, value $15,394,046.

    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 45,793 shares
    Change vs previous 13F +373 shares

    2.67% of the 13F portfolio, value $13,202,159.

    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 45,420 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $10,892,545.

    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).