9258 Wealth Management, LLC current holdings: Foreign Stocks
9258 Wealth Management, LLC reported $0.01 billion in share positions in stocks (depositary receipts and foreign shares traded over the counter), 12 positions, in its Form 13F for the quarter ended 2024-09-30; the largest are TSM, SHEL, DEO.
- TSM: Country of operation —; Class ADR; Shares 11,808; Value $2,050,658.
- SHEL: Country of operation —; Class ADR; Shares 9,431; Value $621,953.
- DEO: Country of operation —; Class ADR; Shares 3,538; Value $496,509.
- NVO: Country of operation —; Class ADR; Shares 2,561; Value $304,938.
Form 13F-HR as filed (SEC CIK 1766506): quarter ended 2024-09-30, filed 2024-11-12. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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