9258 Wealth Management, LLC

SEC CIK: 0001766506
Latest filing: Nov 12, 2024

SEC filings (opens in a new tab)

SJM holding history

J M SMUCKER Co 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.

SJM overview All 13F holders of SJM Full Q3 2024 holdings

Shares (Q2 2023): 0; Sold out in Q2 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2022

Holdings of SJM by 9258 Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−1,283−100.0%	Sold out	Holders
Q1 2023	1,283	$201.9K	<0.1%	−83−6.1%	Reduced	Holders
Q4 2022	1,366	$216.5K	<0.1%	+1,366	New	Holders