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Disclosery

9258 Wealth Management, LLC: VZ position timeline

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

9258 Wealth Management, LLC held 12,906 VZ 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 12,906 shares
    Change vs previous 13F +843 shares

    0.09% of the 13F portfolio, value $579,626.

    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 12,063 shares
    Change vs previous 13F -23 shares

    0.08% of the 13F portfolio, value $497,494.

    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 12,086 shares
    Change vs previous 13F +2,561 shares

    0.08% of the 13F portfolio, value $507,128.

    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 9,525 shares
    Change vs previous 13F +321 shares

    0.06% of the 13F portfolio, value $359,089.

    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 9,204 shares
    Change vs previous 13F -1,480 shares

    0.06% of the 13F portfolio, value $298,307.

    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 10,684 shares
    Change vs previous 13F -1,355 shares

    0.07% of the 13F portfolio, value $397,332.

    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 12,039 shares
    Change vs previous 13F +1,104 shares

    0.09% of the 13F portfolio, value $468,213.

    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 10,935 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $430,838.

    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).