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Disclosery

9258 Wealth Management, LLC: OEF position timeline

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

9258 Wealth Management, LLC held 11,081 OEF 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 11,081 shares
    Change vs previous 13F -1,750 shares

    0.45% of the 13F portfolio, value $3,066,778.

    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 12,831 shares
    Change vs previous 13F -950 shares

    0.52% of the 13F portfolio, value $3,391,233.

    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 13,781 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $3,409,557.

    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 13,781 shares
    Change vs previous 13F -200 shares

    0.54% of the 13F portfolio, value $3,078,538.

    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 13,981 shares
    Change vs previous 13F +247 shares

    0.55% of the 13F portfolio, value $2,805,148.

    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 13,734 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $2,843,762.

    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 13,734 shares
    Change vs previous 13F -115 shares

    0.52% of the 13F portfolio, value $2,568,807.

    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 13,849 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,362,224.

    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).