9258 Wealth Management, LLC: RMT position timeline

9258 Wealth Management, LLC held 0 RMT shares at 2023-12-31 per its 13F-HR/A filed 2024-02-13.

the latest 13F is the newest step

1. period ended2023-12-31

   13F/A 0 shares

   Change vs previous 13F -16,813 shares

   13F-HR/A 0001765380-24-000083 filed by 9258 Wealth Management, LLC
   Filed 2024-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

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

2. period ended2023-09-30

   13F 16,813 shares

   Change vs previous 13F +330 shares

   0.03% of the 13F portfolio, value $139,212.

   13F-HR 0001765380-23-000219 filed by 9258 Wealth Management, LLC
   Filed 2023-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2023-06-30

   13F 16,483 shares

   Change vs previous 13F +315 shares

   0.03% of the 13F portfolio, value $144,230.

   13F-HR 0001765380-23-000157 filed by 9258 Wealth Management, LLC
   Filed 2023-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2023-03-31

   13F 16,168 shares

   Change vs previous 13F +338 shares

   0.03% of the 13F portfolio, value $141,795.

   13F-HR 0001765380-23-000081 filed by 9258 Wealth Management, LLC
   Filed 2023-05-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2022-12-31

   13F 15,830 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $137,405.

   13F-HR 0001765380-23-000003 filed by 9258 Wealth Management, LLC
   Filed 2023-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).