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BALASA DINVERNO & FOLTZ LLC: JBTM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BALASA DINVERNO & FOLTZ LLC on JBTM, newest first. How the timeline and the estimate are built.

BALASA DINVERNO & FOLTZ LLC held 12,117 JBTM shares at 2022-09-30 per its 13F-HR filed 2022-10-25.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 12,117 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,042,000.

    13F-HR 0001308757-22-000009 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-06-30
    13F 12,117 shares
    Change vs previous 13F -206 shares

    0.08% of the 13F portfolio, value $1,338,000.

    13F-HR 0001308757-22-000008 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-03-31
    13F 12,323 shares
    Change vs previous 13F -799 shares

    0.1% of the 13F portfolio, value $1,460,000.

    13F-HR 0001308757-22-000003 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-12-31
    13F 13,122 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $2,015,000.

    13F-HR 0001308757-22-000001 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-09-30
    13F 13,122 shares
    Change vs previous 13F -89 shares

    0.13% of the 13F portfolio, value $1,844,000.

    13F-HR 0001308757-21-000006 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-06-30
    13F 13,211 shares
    Change vs previous 13F -49 shares

    0.14% of the 13F portfolio, value $1,884,000.

    13F-HR 0001308757-21-000005 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-03-31
    13F 13,260 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,768,000.

    13F-HR 0001308757-21-000004 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-12-31
    13F 13,260 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,510,000.

    13F-HR 0001308757-21-000003 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).