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9258 Wealth Management, LLC: VPL position timeline

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

9258 Wealth Management, LLC held 23,986 VPL 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 23,986 shares
    Change vs previous 13F +919 shares

    0.28% of the 13F portfolio, value $1,880,263.

    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 23,067 shares
    Change vs previous 13F -380 shares

    0.26% of the 13F portfolio, value $1,711,110.

    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 23,447 shares
    Change vs previous 13F +752 shares

    0.28% of the 13F portfolio, value $1,782,675.

    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 22,695 shares
    Change vs previous 13F +724 shares

    0.29% of the 13F portfolio, value $1,634,721.

    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 21,971 shares
    Change vs previous 13F -83 shares

    0.29% of the 13F portfolio, value $1,469,420.

    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 22,054 shares
    Change vs previous 13F +458 shares

    0.29% of the 13F portfolio, value $1,537,605.

    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 21,596 shares
    Change vs previous 13F +6,282 shares

    0.3% of the 13F portfolio, value $1,464,641.

    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 15,314 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $985,456.

    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).