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Disclosery

9258 Wealth Management, LLC: VXUS position timeline

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

9258 Wealth Management, LLC held 206,985 VXUS 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 206,985 shares
    Change vs previous 13F -5,542 shares

    1.98% of the 13F portfolio, value $13,400,237.

    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 212,527 shares
    Change vs previous 13F -17,565 shares

    1.97% of the 13F portfolio, value $12,815,392.

    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 230,092 shares
    Change vs previous 13F +5,784 shares

    2.16% of the 13F portfolio, value $13,874,564.

    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 224,308 shares
    Change vs previous 13F +24,682 shares

    2.29% of the 13F portfolio, value $13,000,904.

    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 199,626 shares
    Change vs previous 13F +13,872 shares

    2.08% of the 13F portfolio, value $10,683,978.

    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 185,754 shares
    Change vs previous 13F +52,811 shares

    1.96% of the 13F portfolio, value $10,417,083.

    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 132,943 shares
    Change vs previous 13F +18,932 shares

    1.48% of the 13F portfolio, value $7,339,801.

    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 114,011 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $5,896,646.

    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).