Skip to content
Disclosery

9258 Wealth Management, LLC: NOC position timeline

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

9258 Wealth Management, LLC held 738 NOC 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 738 shares
    Change vs previous 13F -12 shares

    0.06% of the 13F portfolio, value $389,770.

    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 750 shares
    Change vs previous 13F -20 shares

    0.05% of the 13F portfolio, value $326,962.

    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 770 shares
    Change vs previous 13F -214 shares

    0.06% of the 13F portfolio, value $368,509.

    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 984 shares
    Change vs previous 13F -3 shares

    0.08% of the 13F portfolio, value $460,543.

    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 987 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $434,323.

    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 987 shares
    Change vs previous 13F -38 shares

    0.08% of the 13F portfolio, value $449,674.

    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 1,025 shares
    Change vs previous 13F -8 shares

    0.1% of the 13F portfolio, value $473,473.

    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 1,033 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $563,810.

    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).