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Disclosery

9258 Wealth Management, LLC: RSP position timeline

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

9258 Wealth Management, LLC held 26,120 RSP 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 26,120 shares
    Change vs previous 13F -2,135 shares

    0.69% of the 13F portfolio, value $4,679,654.

    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 28,255 shares
    Change vs previous 13F -1,347 shares

    0.71% of the 13F portfolio, value $4,641,726.

    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 29,602 shares
    Change vs previous 13F -1,489 shares

    0.78% of the 13F portfolio, value $5,013,756.

    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 31,091 shares
    Change vs previous 13F -8,084 shares

    0.86% of the 13F portfolio, value $4,906,208.

    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 39,175 shares
    Change vs previous 13F -14,427 shares

    1.08% of the 13F portfolio, value $5,550,674.

    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 53,602 shares
    Change vs previous 13F -45,751 shares

    1.51% of the 13F portfolio, value $8,021,014.

    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 99,353 shares
    Change vs previous 13F +4,236 shares

    2.9% of the 13F portfolio, value $14,368,416.

    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 95,117 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $13,435,244.

    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).