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Disclosery

9258 Wealth Management, LLC: VTWO position timeline

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

9258 Wealth Management, LLC held 70,727 VTWO 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 70,727 shares
    Change vs previous 13F -2,122 shares

    0.93% of the 13F portfolio, value $6,320,121.

    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 72,849 shares
    Change vs previous 13F -4,648 shares

    0.92% of the 13F portfolio, value $5,971,420.

    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 77,497 shares
    Change vs previous 13F +2,483 shares

    1.03% of the 13F portfolio, value $6,591,881.

    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 75,014 shares
    Change vs previous 13F +3,273 shares

    1.07% of the 13F portfolio, value $6,083,653.

    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 71,741 shares
    Change vs previous 13F -3,312 shares

    1% of the 13F portfolio, value $5,125,200.

    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 75,053 shares
    Change vs previous 13F -4,860 shares

    1.07% of the 13F portfolio, value $5,675,508.

    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 79,913 shares
    Change vs previous 13F +7,703 shares

    1.16% of the 13F portfolio, value $5,760,127.

    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 72,210 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $5,081,391.

    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).