Skip to content
Disclosery

9258 Wealth Management, LLC: VO position timeline

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

9258 Wealth Management, LLC held 9,351 VO 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 9,351 shares
    Change vs previous 13F -179 shares

    0.36% of the 13F portfolio, value $2,467,065.

    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 9,530 shares
    Change vs previous 13F -1,399 shares

    0.36% of the 13F portfolio, value $2,307,317.

    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 10,929 shares
    Change vs previous 13F +146 shares

    0.43% of the 13F portfolio, value $2,730,828.

    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 10,783 shares
    Change vs previous 13F -1,655 shares

    0.44% of the 13F portfolio, value $2,508,596.

    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 12,438 shares
    Change vs previous 13F -4,529 shares

    0.5% of the 13F portfolio, value $2,589,991.

    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 16,967 shares
    Change vs previous 13F -15,880 shares

    0.7% of the 13F portfolio, value $3,735,461.

    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 32,847 shares
    Change vs previous 13F +2,342 shares

    1.4% of the 13F portfolio, value $6,928,154.

    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 30,505 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $6,217,278.

    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).