Managers / Q4 2018 · view latest →
9258 Wealth Management, LLC
CIK 0001766506 · 4420 COOPER RD, BLUE ASH, OH, 45242 · 513-791-9258
Reported Value
$104M
Q4 2018
Positions
173
Filings on Record
26
2019–present window
Filed
Feb 12, 2019
original filing
Summary
9258 Wealth Management, Llc reported $104M in U.S.-listed holdings across 173 positions for Q4 2018.
Its largest position, PG, represents 4.9% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2018
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q3 2024 | $677M | 356 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $650M | 342 | Aug 2, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $642M | 347 | May 3, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $569M | 310 | Feb 13, 2024 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2023 | $514M | 323 | Nov 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $531M | 319 | Aug 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $495M | 321 | May 3, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $462.1B | 325 | Feb 3, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $391M | 321 | Nov 8, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $390M | 335 | Aug 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $431M | 355 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $436M | 370 | Feb 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $375M | 347 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $371M | 351 | Aug 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $333M | 333 | May 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $307M | 310 | Feb 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $265M | 297 | Nov 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $247M | 284 | Aug 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $227M | 273 | May 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $273M | 317 | Feb 6, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $128M | 183 | Nov 7, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $124M | 182 | Aug 7, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $118M | 181 | May 7, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $104M | 173 | Feb 12, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.