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Disclosery

9258 Wealth Management, LLC: PFE position timeline

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

9258 Wealth Management, LLC held 22,371 PFE 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 22,371 shares
    Change vs previous 13F -3,688 shares

    0.1% of the 13F portfolio, value $647,424.

    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 26,059 shares
    Change vs previous 13F +213 shares

    0.11% of the 13F portfolio, value $729,124.

    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 25,846 shares
    Change vs previous 13F +209 shares

    0.11% of the 13F portfolio, value $717,232.

    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 25,637 shares
    Change vs previous 13F -436 shares

    0.13% of the 13F portfolio, value $738,077.

    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 26,073 shares
    Change vs previous 13F -1,090 shares

    0.17% of the 13F portfolio, value $864,827.

    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 27,163 shares
    Change vs previous 13F -669 shares

    0.19% of the 13F portfolio, value $996,323.

    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 27,832 shares
    Change vs previous 13F +1,609 shares

    0.23% of the 13F portfolio, value $1,135,528.

    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 26,223 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,343,645.

    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).