Current Market Value 676,505,792
Current Holdings 356
Most Recent File Date 2024-11-12
Total Filings on Record 26
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by 9258 Wealth Management, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2024-11-12 2024-09-30 13F-HR 356 676,506
2024-08-02 2024-06-30 13F-HR 342 649,768
2024-05-03 2024-03-31 13F-HR 347 642,082
2024-02-13 2023-12-31 13F-HR/A 2 R 310 568,695
2024-02-09 2023-12-31 13F-HR/A 1 R 310 568,695
2024-02-06 2023-12-31 13F-HR 310 1,137,190
2023-11-08 2023-09-30 13F-HR 323 514,417
2023-08-08 2023-06-30 13F-HR 319 531,410
2023-05-03 2023-03-31 13F-HR 321 495,132
2023-02-03 2022-12-31 13F-HR 325 462,084
2022-11-08 2022-09-30 13F-HR 321 391,102
2022-08-04 2022-06-30 13F-HR 335 389,930
2022-05-13 2022-03-31 13F-HR 355 431,111
2022-02-11 2021-12-31 13F-HR 370 436,061
2021-11-12 2021-09-30 13F-HR 347 374,567
2021-08-13 2021-06-30 13F-HR 351 371,491
2021-05-11 2021-03-31 13F-HR 333 333,038
2021-02-10 2020-12-31 13F-HR 310 306,800
2020-11-13 2020-09-30 13F-HR 297 264,642
2020-08-13 2020-06-30 13F-HR 284 246,774
2020-05-05 2020-03-31 13F-HR 273 227,462
2020-02-06 2019-12-31 13F-HR 317 272,776
2019-11-07 2019-09-30 13F-HR 183 128,246
2019-08-07 2019-06-30 13F-HR 182 124,124
2019-05-07 2019-03-31 13F-HR 180 117,687
2019-02-12 2018-12-31 13F-HR 173 103,554