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Disclosery

9258 Wealth Management, LLC: XMVM position timeline

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

9258 Wealth Management, LLC held 4,745 XMVM 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 4,745 shares
    Change vs previous 13F +562 shares

    0.04% of the 13F portfolio, value $263,014.

    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 4,183 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $216,027.

    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 4,183 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $227,137.

    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).