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9258 Wealth Management, LLC: XGDVX position timeline

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

9258 Wealth Management, LLC held 26,960 XGDVX 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 26,960 shares
    Change vs previous 13F -240 shares

    0.1% of the 13F portfolio, value $659,162.

    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 27,200 shares
    Change vs previous 13F -1,261 shares

    0.1% of the 13F portfolio, value $617,702.

    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 28,461 shares
    Change vs previous 13F +24 shares

    0.1% of the 13F portfolio, value $654,043.

    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 28,437 shares
    Change vs previous 13F -932 shares

    0.11% of the 13F portfolio, value $615,380.

    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 29,369 shares
    Change vs previous 13F -933 shares

    0.11% of the 13F portfolio, value $570,930.

    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 30,302 shares
    Change vs previous 13F -1,310 shares

    0.12% of the 13F portfolio, value $640,282.

    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 31,612 shares
    Change vs previous 13F +31 shares

    0.13% of the 13F portfolio, value $657,204.

    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 31,581 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $650,894.

    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).