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9258 Wealth Management, LLC: SPYV position timeline

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

9258 Wealth Management, LLC held 25,457 SPYV 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 25,457 shares
    Change vs previous 13F -424 shares

    0.2% of the 13F portfolio, value $1,345,647.

    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 25,881 shares
    Change vs previous 13F +3,634 shares

    0.19% of the 13F portfolio, value $1,261,462.

    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 22,247 shares
    Change vs previous 13F +1,751 shares

    0.17% of the 13F portfolio, value $1,114,577.

    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 20,496 shares
    Change vs previous 13F -942 shares

    0.17% of the 13F portfolio, value $955,714.

    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 21,438 shares
    Change vs previous 13F -95 shares

    0.17% of the 13F portfolio, value $884,546.

    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 21,533 shares
    Change vs previous 13F +233 shares

    0.18% of the 13F portfolio, value $930,227.

    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 21,300 shares
    Change vs previous 13F +3,043 shares

    0.18% of the 13F portfolio, value $867,324.

    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 18,257 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $710,032.

    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).