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9258 Wealth Management, LLC: SPYG position timeline

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

9258 Wealth Management, LLC held 300,388 SPYG 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 300,388 shares
    Change vs previous 13F -3,307 shares

    3.68% of the 13F portfolio, value $24,914,172.

    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 303,695 shares
    Change vs previous 13F -17,160 shares

    3.75% of the 13F portfolio, value $24,335,058.

    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 320,855 shares
    Change vs previous 13F +5,775 shares

    3.66% of the 13F portfolio, value $23,470,534.

    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 315,080 shares
    Change vs previous 13F +32,043 shares

    3.6% of the 13F portfolio, value $20,499,125.

    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 283,037 shares
    Change vs previous 13F +30,481 shares

    3.26% of the 13F portfolio, value $16,778,406.

    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 252,556 shares
    Change vs previous 13F +100,957 shares

    2.9% of the 13F portfolio, value $15,408,465.

    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 151,599 shares
    Change vs previous 13F +9,975 shares

    1.7% of the 13F portfolio, value $8,392,528.

    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 141,624 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $7,176,070.

    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).