Skip to content
Disclosery

9258 Wealth Management, LLC: QUAL position timeline

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

9258 Wealth Management, LLC held 12,793 QUAL 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 12,793 shares
    Change vs previous 13F +402 shares

    0.34% of the 13F portfolio, value $2,293,785.

    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 12,391 shares
    Change vs previous 13F +57 shares

    0.33% of the 13F portfolio, value $2,115,887.

    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 12,334 shares
    Change vs previous 13F +301 shares

    0.32% of the 13F portfolio, value $2,027,093.

    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 12,033 shares
    Change vs previous 13F +289 shares

    0.31% of the 13F portfolio, value $1,770,536.

    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 11,744 shares
    Change vs previous 13F -34 shares

    0.3% of the 13F portfolio, value $1,547,742.

    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 11,778 shares
    Change vs previous 13F +299 shares

    0.3% of the 13F portfolio, value $1,588,499.

    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 11,479 shares
    Change vs previous 13F +146 shares

    0.29% of the 13F portfolio, value $1,424,142.

    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 11,333 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,291,509.

    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).