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Disclosery

9258 Wealth Management, LLC: RWK position timeline

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

9258 Wealth Management, LLC held 9,932 RWK 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 9,932 shares
    Change vs previous 13F +629 shares

    0.17% of the 13F portfolio, value $1,155,327.

    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 9,303 shares
    Change vs previous 13F +1,230 shares

    0.16% of the 13F portfolio, value $1,021,304.

    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 8,073 shares
    Change vs previous 13F +4,803 shares

    0.14% of the 13F portfolio, value $929,246.

    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 3,270 shares
    Change vs previous 13F -1,877 shares

    0.06% of the 13F portfolio, value $343,438.

    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 5,147 shares
    Change vs previous 13F -5,037 shares

    0.09% of the 13F portfolio, value $482,903.

    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 10,184 shares
    Change vs previous 13F -18,341 shares

    0.18% of the 13F portfolio, value $978,356.

    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 28,525 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $2,584,953.

    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).