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Disclosery

9258 Wealth Management, LLC: XLGIX position timeline

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

9258 Wealth Management, LLC held 14,106 XLGIX 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 14,106 shares
    Change vs previous 13F -69 shares

    0.04% of the 13F portfolio, value $255,890.

    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 14,175 shares
    Change vs previous 13F -477 shares

    0.04% of the 13F portfolio, value $236,157.

    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 14,652 shares
    Change vs previous 13F -94 shares

    0.04% of the 13F portfolio, value $239,274.

    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 14,746 shares
    Change vs previous 13F -332 shares

    0.04% of the 13F portfolio, value $225,905.

    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 15,078 shares
    Change vs previous 13F +82 shares

    0.04% of the 13F portfolio, value $208,675.

    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 14,996 shares
    Change vs previous 13F +77 shares

    0.04% of the 13F portfolio, value $234,094.

    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 14,919 shares
    Change vs previous 13F -729 shares

    0.05% of the 13F portfolio, value $230,200.

    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 15,648 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $229,085.

    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).