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9258 Wealth Management, LLC: TJX position timeline

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

9258 Wealth Management, LLC held 15,572 TJX 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 15,572 shares
    Change vs previous 13F +70 shares

    0.27% of the 13F portfolio, value $1,830,318.

    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 15,502 shares
    Change vs previous 13F +830 shares

    0.26% of the 13F portfolio, value $1,706,741.

    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 14,672 shares
    Change vs previous 13F +1,157 shares

    0.23% of the 13F portfolio, value $1,488,076.

    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 13,515 shares
    Change vs previous 13F +3,624 shares

    0.22% of the 13F portfolio, value $1,267,856.

    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 9,891 shares
    Change vs previous 13F -430 shares

    0.17% of the 13F portfolio, value $879,083.

    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 10,321 shares
    Change vs previous 13F +794 shares

    0.16% of the 13F portfolio, value $875,144.

    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 9,527 shares
    Change vs previous 13F -94 shares

    0.15% of the 13F portfolio, value $746,572.

    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 9,621 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $765,827.

    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).