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Disclosery

9258 Wealth Management, LLC: SPYM position timeline

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

9258 Wealth Management, LLC held 237,883 SPYM 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 237,883 shares
    Change vs previous 13F -3,571 shares

    2.37% of the 13F portfolio, value $16,059,483.

    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 241,454 shares
    Change vs previous 13F -21,103 shares

    2.38% of the 13F portfolio, value $15,453,079.

    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 262,557 shares
    Change vs previous 13F +9,043 shares

    2.52% of the 13F portfolio, value $16,155,140.

    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 253,514 shares
    Change vs previous 13F +13,240 shares

    2.49% of the 13F portfolio, value $14,171,411.

    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 240,274 shares
    Change vs previous 13F -13,056 shares

    2.35% of the 13F portfolio, value $12,076,193.

    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 253,330 shares
    Change vs previous 13F -24,629 shares

    2.48% of the 13F portfolio, value $13,201,030.

    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 277,959 shares
    Change vs previous 13F +11,851 shares

    2.7% of the 13F portfolio, value $13,383,721.

    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 266,108 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $11,969,517.

    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).