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Disclosery

9258 Wealth Management, LLC: NTRS position timeline

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

9258 Wealth Management, LLC held 0 NTRS shares at 2024-06-30 per its 13F-HR filed 2024-08-02.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -3,877 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-03-31
    13F 3,877 shares
    Change vs previous 13F -134 shares

    0.05% of the 13F portfolio, value $344,743.

    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).

  3. period ended2023-12-31
    13F/A 4,011 shares
    Change vs previous 13F -236 shares

    0.06% of the 13F portfolio, value $338,448.

    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).

  4. period ended2023-09-30
    13F 4,247 shares
    Change vs previous 13F -111 shares

    0.06% of the 13F portfolio, value $295,082.

    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).

  5. period ended2023-06-30
    13F 4,358 shares
    Change vs previous 13F -282 shares

    0.06% of the 13F portfolio, value $323,102.

    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).

  6. period ended2023-03-31
    13F 4,640 shares
    Change vs previous 13F +578 shares

    0.08% of the 13F portfolio, value $408,923.

    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).

  7. period ended2022-12-31
    13F 4,062 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $359,446.

    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).