9258 Wealth Management, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2022
Location
Blue Ash, OH
CIK
0001766506
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2022 321 391,102 13F-HR 11/8/2022 000176538022000146 9258 Wealth Management, LLC
Q2 2022 335 389,930 13F-HR 8/4/2022 000176538022000104 9258 Wealth Management, LLC
Q1 2022 355 431,111 13F-HR 5/13/2022 000176538022000077 9258 Wealth Management, LLC
Q4 2021 370 436,061 13F-HR 2/11/2022 000176538022000029 9258 Wealth Management, LLC
Q3 2021 347 374,567 13F-HR 11/12/2021 000176538021000115 9258 Wealth Management, LLC
Q2 2021 351 371,491 13F-HR 8/13/2021 000176538021000090 9258 Wealth Management, LLC
Q1 2021 333 333,038 13F-HR 5/11/2021 000176538021000059 9258 Wealth Management, LLC
Q4 2020 310 306,800 13F-HR 2/10/2021 000176538021000033 9258 Wealth Management, LLC
Q3 2020 297 264,642 13F-HR 11/13/2020 000176538020000098 9258 Wealth Management, LLC
Q2 2020 284 246,774 13F-HR 8/13/2020 000176538020000075 9258 Wealth Management, LLC
Q1 2020 273 227,462 13F-HR 5/5/2020 000176538020000049 9258 Wealth Management, LLC
Q4 2019 317 272,776 13F-HR 2/6/2020 000176538020000025 9258 Wealth Management, LLC
Q3 2019 183 128,246 13F-HR 11/7/2019 000176538019000106 9258 Wealth Management, LLC
Q2 2019 182 124,124 13F-HR 8/7/2019 000176538019000084 9258 Wealth Management, LLC
Q1 2019 181 117,687 13F-HR 5/7/2019 000176538019000055 9258 Wealth Management, LLC
Q4 2018 173 103,554 13F-HR 2/12/2019 000176538019000031 9258 Wealth Management, LLC