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Disclosery

9258 Wealth Management, LLC: SCHD position timeline

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

9258 Wealth Management, LLC held 10,298 SCHD 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 10,298 shares
    Change vs previous 13F +1,176 shares

    0.13% of the 13F portfolio, value $870,490.

    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 9,122 shares
    Change vs previous 13F +715 shares

    0.11% of the 13F portfolio, value $709,327.

    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 8,407 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $677,856.

    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).