9258 Wealth Management - Portfolio Holdings by Quarter

Historical 13F-HR SEC quarterly filings for 9258 Wealth Management going back to Feb. 12, 2019

• 9258 Wealth Management 2024 Q1 - filed May 3, 2024 - new!
• 9258 Wealth Management 2023 Q4 restated - filed Feb. 9, 2024
• 9258 Wealth Management 2023 Q4 - filed Feb. 6, 2024
• 9258 Wealth Management 2023 Q3 - filed Nov. 8, 2023
• 9258 Wealth Management 2023 Q2 - filed Aug. 8, 2023
• 9258 Wealth Management 2023 Q1 - filed May 3, 2023
• 9258 Wealth Management 2022 Q4 - filed Feb. 3, 2023
• 9258 Wealth Management 2022 Q3 - filed Nov. 8, 2022
• 9258 Wealth Management 2022 Q2 - filed Aug. 4, 2022
• 9258 Wealth Management 2022 Q1 - filed May 13, 2022
• 9258 Wealth Management 2021 Q4 - filed Feb. 11, 2022
• 9258 Wealth Management 2021 Q3 - filed Nov. 12, 2021
• 9258 Wealth Management 2021 Q2 - filed Aug. 13, 2021
• 9258 Wealth Management 2021 Q1 - filed May 11, 2021
• 9258 Wealth Management 2020 Q4 - filed Feb. 10, 2021
• 9258 Wealth Management 2020 Q3 - filed Nov. 13, 2020
• 9258 Wealth Management 2020 Q2 - filed Aug. 13, 2020
• 9258 Wealth Management 2020 Q1 - filed May 5, 2020
• 9258 Wealth Management 2019 Q4 - filed Feb. 6, 2020
• 9258 Wealth Management 2019 Q3 - filed Nov. 7, 2019
• 9258 Wealth Management 2019 Q2 - filed Aug. 7, 2019
• 9258 Wealth Management 2019 Q1 - filed May 7, 2019
• 9258 Wealth Management 2018 Q4 - filed Feb. 12, 2019