9258 Wealth Management, LLC: RNAM position timeline

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

9258 Wealth Management, LLC held 9,657 RNAM shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

period ended2024-09-30
13F 9,657 shares
Change vs previous 13F 0 shares
0.07% of the 13F portfolio, value $443,546.
13F-HR 0001765380-24-000439 filed by 9258 Wealth Management, LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 9,657 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $394,488.
13F-HR 0001765380-24-000258 filed by 9258 Wealth Management, LLC
Filed 2024-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).