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9258 Wealth Management, LLCGrowth

CIK: 0001766506 | BLUE ASH, OH

Q2 2024 vs Q3 2024 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2024
13F-HR356$676.5M2024-11-12SEC ↗
Q2 2024
13F-HR342$649.8M2024-08-02SEC ↗
Q1 2024
13F-HR347$642.1M2024-05-03SEC ↗
Q4 2023Amended
13F-HR/A310$1.1B2024-02-06SEC ↗
Q3 2023
13F-HR323$514.4M2023-11-08SEC ↗
Q2 2023
13F-HR319$531.4M2023-08-08SEC ↗
Q1 2023
13F-HR321$495.1M2023-05-03SEC ↗
Q4 2022
13F-HR325$462.1M2023-02-03SEC ↗
Q3 2022
13F-HR321$15.9M2022-11-08SEC ↗
Q2 2022
13F-HR335$15.0M2022-08-04SEC ↗
Q1 2022
13F-HR355$13.9M2022-05-13SEC ↗
Q4 2021
13F-HR370$14.8M2022-02-11SEC ↗
Q3 2021
13F-HR347$12.8M2021-11-12SEC ↗
Q2 2021
13F-HR351$12.6M2021-08-13SEC ↗
Q1 2021
13F-HR333$11.1M2021-05-11SEC ↗
Q4 2020
13F-HR310$9.7M2021-02-10SEC ↗
Q3 2020
13F-HR297$1.3M2020-11-13SEC ↗
Q2 2020
13F-HR284$8.1M2020-08-13SEC ↗
Q1 2020
13F-HR273$227.5K2020-05-05SEC ↗
Q4 2019
13F-HR317$8.7M2020-02-06SEC ↗
Q3 2019
13F-HR183$3.9M2019-11-07SEC ↗
Q2 2019
13F-HR182$3.8M2019-08-07SEC ↗
Q1 2019
13F-HR181$3.1M2019-05-07SEC ↗
Q4 2018
13F-HR173$2.9M2019-02-12SEC ↗