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Disclosery

9258 Wealth Management, LLC: MU position timeline

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

9258 Wealth Management, LLC held 38,479 MU 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 38,479 shares
    Change vs previous 13F +1,419 shares

    0.59% of the 13F portfolio, value $3,990,673.

    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 37,060 shares
    Change vs previous 13F -388 shares

    0.75% of the 13F portfolio, value $4,874,562.

    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 37,448 shares
    Change vs previous 13F +1,070 shares

    0.69% of the 13F portfolio, value $4,414,727.

    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 36,378 shares
    Change vs previous 13F -5,892 shares

    0.55% of the 13F portfolio, value $3,104,457.

    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 42,270 shares
    Change vs previous 13F -1,123 shares

    0.56% of the 13F portfolio, value $2,875,605.

    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 43,393 shares
    Change vs previous 13F +169 shares

    0.52% of the 13F portfolio, value $2,738,514.

    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 43,224 shares
    Change vs previous 13F +1,120 shares

    0.53% of the 13F portfolio, value $2,608,107.

    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 42,104 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,104,363.

    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).