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Disclosery

9258 Wealth Management, LLC: USMV position timeline

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

9258 Wealth Management, LLC held 15,200 USMV 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 15,200 shares
    Change vs previous 13F -7 shares

    0.21% of the 13F portfolio, value $1,387,948.

    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 15,207 shares
    Change vs previous 13F -287 shares

    0.2% of the 13F portfolio, value $1,276,771.

    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 15,494 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,295,030.

    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 15,494 shares
    Change vs previous 13F -4,647 shares

    0.21% of the 13F portfolio, value $1,208,998.

    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 20,141 shares
    Change vs previous 13F -2,551 shares

    0.28% of the 13F portfolio, value $1,457,794.

    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 22,692 shares
    Change vs previous 13F -2,822 shares

    0.32% of the 13F portfolio, value $1,686,684.

    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 25,514 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,855,919.

    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 25,514 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,839,555.

    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).