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Disclosery

9258 Wealth Management, LLC: XLF position timeline

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

9258 Wealth Management, LLC held 27,203 XLF 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 27,203 shares
    Change vs previous 13F +8,494 shares

    0.18% of the 13F portfolio, value $1,232,840.

    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 18,709 shares
    Change vs previous 13F +4,145 shares

    0.12% of the 13F portfolio, value $769,127.

    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 14,564 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $613,436.

    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).