9258 Wealth Management, LLC

All 13F Filings

Location
Blue Ash, OH
CIK
0001766506
All SEC filings
View on sec.gov
Filing ID Quarter Holdings Value ($000) Form Type Date Filed Name
000176538021000090 Q2 2021 351 371,491 13F-HR 8/13/2021 9258 Wealth Management, LLC
000176538021000059 Q1 2021 333 333,038 13F-HR 5/11/2021 9258 Wealth Management, LLC
000176538021000033 Q4 2020 310 306,800 13F-HR 2/10/2021 9258 Wealth Management, LLC
000176538020000098 Q3 2020 297 264,642 13F-HR 11/13/2020 9258 Wealth Management, LLC
000176538020000075 Q2 2020 284 246,774 13F-HR 8/13/2020 9258 Wealth Management, LLC
000176538020000049 Q1 2020 273 227,462 13F-HR 5/5/2020 9258 Wealth Management, LLC
000176538020000025 Q4 2019 317 272,776 13F-HR 2/6/2020 9258 Wealth Management, LLC
000176538019000106 Q3 2019 183 128,246 13F-HR 11/7/2019 9258 Wealth Management, LLC
000176538019000084 Q2 2019 182 124,124 13F-HR 8/7/2019 9258 Wealth Management, LLC
000176538019000055 Q1 2019 181 117,687 13F-HR 5/7/2019 9258 Wealth Management, LLC
000176538019000031 Q4 2018 173 103,554 13F-HR 2/12/2019 9258 Wealth Management, LLC