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9258 Wealth Management, LLC: VKTX position timeline

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

9258 Wealth Management, LLC held 13,239 VKTX 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 13,239 shares
    Change vs previous 13F +332 shares

    0.12% of the 13F portfolio, value $838,161.

    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 12,907 shares
    Change vs previous 13F +528 shares

    0.11% of the 13F portfolio, value $684,200.

    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 12,379 shares
    Change vs previous 13F +351 shares

    0.16% of the 13F portfolio, value $1,015,078.

    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 12,028 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $223,841.

    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 12,028 shares
    Change vs previous 13F +2,023 shares

    0.03% of the 13F portfolio, value $133,150.

    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 10,005 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $162,181.

    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).