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Disclosery

9258 Wealth Management, LLC: UPS position timeline

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

9258 Wealth Management, LLC held 61,330 UPS 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 61,330 shares
    Change vs previous 13F -1,072 shares

    1.24% of the 13F portfolio, value $8,361,732.

    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 62,402 shares
    Change vs previous 13F -592 shares

    1.31% of the 13F portfolio, value $8,539,681.

    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 62,994 shares
    Change vs previous 13F -594 shares

    1.46% of the 13F portfolio, value $9,362,750.

    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 63,588 shares
    Change vs previous 13F -845 shares

    1.76% of the 13F portfolio, value $9,997,918.

    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 64,433 shares
    Change vs previous 13F -613 shares

    1.95% of the 13F portfolio, value $10,043,181.

    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 65,046 shares
    Change vs previous 13F +7 shares

    2.19% of the 13F portfolio, value $11,659,581.

    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 65,039 shares
    Change vs previous 13F +92 shares

    2.55% of the 13F portfolio, value $12,616,889.

    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 64,947 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $11,290,461.

    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).