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9258 Wealth Management, LLC

SEC CIK
0001766506
Latest filing
Nov 12, 2024

KIM holding history

Kimco Realty Corp in every 13F filed by 9258 Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KIM overviewAll 13F holders of KIMFull Q3 2024 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2022
Holdings of KIM by 9258 Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−98,472−100.0%Sold outHolders
Q3 202398,472$1.73M0.3%00.0%UnchangedHolders
Q2 202398,472$1.94M0.4%00.0%UnchangedHolders
Q1 202398,472$1.92M0.4%00.0%UnchangedHolders
Q4 202298,472$2.09M0.5%00.0%UnchangedHolders
Q3 202298,472$1.81M0.5%+98,472NewHolders