Skip to content
Disclosery

9258 Wealth Management, LLC: VOO position timeline

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

9258 Wealth Management, LLC held 4,149 VOO 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 4,149 shares
    Change vs previous 13F -161 shares

    0.32% of the 13F portfolio, value $2,189,527.

    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 4,310 shares
    Change vs previous 13F -21 shares

    0.33% of the 13F portfolio, value $2,155,696.

    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 4,331 shares
    Change vs previous 13F +57 shares

    0.32% of the 13F portfolio, value $2,082,042.

    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 4,274 shares
    Change vs previous 13F -167 shares

    0.33% of the 13F portfolio, value $1,866,941.

    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 4,441 shares
    Change vs previous 13F -13 shares

    0.34% of the 13F portfolio, value $1,743,900.

    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 4,454 shares
    Change vs previous 13F -1,202 shares

    0.34% of the 13F portfolio, value $1,813,875.

    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 5,656 shares
    Change vs previous 13F -145 shares

    0.43% of the 13F portfolio, value $2,126,913.

    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 5,801 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,038,285.

    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).