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Disclosery

9258 Wealth Management, LLC: UTF position timeline

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

9258 Wealth Management, LLC held 25,457 UTF 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 -2,713 shares

    0.1% of the 13F portfolio, value $662,654.

    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 28,170 shares
    Change vs previous 13F -735 shares

    0.1% of the 13F portfolio, value $633,268.

    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 28,905 shares
    Change vs previous 13F -973 shares

    0.11% of the 13F portfolio, value $681,281.

    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 29,878 shares
    Change vs previous 13F -2,748 shares

    0.11% of the 13F portfolio, value $634,602.

    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 32,626 shares
    Change vs previous 13F -863 shares

    0.12% of the 13F portfolio, value $638,813.

    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 33,489 shares
    Change vs previous 13F -183 shares

    0.15% of the 13F portfolio, value $791,014.

    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 33,672 shares
    Change vs previous 13F +50 shares

    0.17% of the 13F portfolio, value $821,606.

    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 33,622 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $806,588.

    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).