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Disclosery

9258 Wealth Management, LLC: TRV position timeline

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

9258 Wealth Management, LLC held 948 TRV 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 948 shares
    Change vs previous 13F -89 shares

    0.03% of the 13F portfolio, value $221,946.

    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 1,037 shares
    Change vs previous 13F -153 shares

    0.03% of the 13F portfolio, value $210,864.

    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 1,190 shares
    Change vs previous 13F -711 shares

    0.04% of the 13F portfolio, value $273,867.

    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 1,901 shares
    Change vs previous 13F +23 shares

    0.06% of the 13F portfolio, value $362,121.

    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 1,878 shares
    Change vs previous 13F -120 shares

    0.06% of the 13F portfolio, value $306,696.

    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 1,998 shares
    Change vs previous 13F +34 shares

    0.07% of the 13F portfolio, value $346,973.

    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 1,964 shares
    Change vs previous 13F -81 shares

    0.07% of the 13F portfolio, value $336,649.

    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 2,045 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $383,417.

    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).