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BBJS FINANCIAL ADVISORS, LLC: DIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BBJS FINANCIAL ADVISORS, LLC on DIS, newest first. How the timeline and the estimate are built.

BBJS FINANCIAL ADVISORS, LLC held 50 DIS shares at 2024-09-30 per its 13F-HR filed 2024-10-15.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 50 shares
    Change vs previous 13F -165 shares

    <0.01% of the 13F portfolio, value $4,850.

    13F-HR 0001966040-24-000005 filed by BBJS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 215 shares
    Change vs previous 13F -359 shares

    0.01% of the 13F portfolio, value $21,364.

    13F-HR 0001966040-24-000004 filed by BBJS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 574 shares
    Change vs previous 13F -565 shares

    0.03% of the 13F portfolio, value $70,178.

    13F-HR 0001966040-24-000002 filed by BBJS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 1,139 shares
    Change vs previous 13F -1,217 shares

    0.04% of the 13F portfolio, value $102,811.

    13F-HR 0001966040-24-000001 filed by BBJS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 2,356 shares
    Change vs previous 13F -26,267 shares

    0.07% of the 13F portfolio, value $190,921.

    13F-HR 0001966040-23-000004 filed by BBJS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 28,623 shares
    Change vs previous 13F +6,147 shares

    1.02% of the 13F portfolio, value $2,555,474.

    13F-HR 0001966040-23-000003 filed by BBJS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 22,476 shares
    Change vs previous 13F +3,620 shares

    0.92% of the 13F portfolio, value $2,250,535.

    13F-HR 0001966040-23-000002 filed by BBJS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 18,856 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,638,221.

    13F-HR 0001966040-23-000001 filed by BBJS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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