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9258 Wealth Management, LLC: WMT position timeline

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

9258 Wealth Management, LLC held 39,964 WMT 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 39,964 shares
    Change vs previous 13F -301 shares

    0.48% of the 13F portfolio, value $3,227,081.

    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 40,265 shares
    Change vs previous 13F +958 shares

    0.42% of the 13F portfolio, value $2,726,330.

    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 39,307 shares
    Change vs previous 13F +26,335 shares

    0.37% of the 13F portfolio, value $2,365,085.

    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 12,972 shares
    Change vs previous 13F +235 shares

    0.36% of the 13F portfolio, value $2,044,990.

    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 12,737 shares
    Change vs previous 13F +4 shares

    0.4% of the 13F portfolio, value $2,036,982.

    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 12,733 shares
    Change vs previous 13F +1 shares

    0.38% of the 13F portfolio, value $2,001,360.

    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 12,732 shares
    Change vs previous 13F +321 shares

    0.38% of the 13F portfolio, value $1,877,285.

    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 12,411 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,759,692.

    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).