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BBJS FINANCIAL ADVISORS, LLC: DTCR position timeline

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

BBJS FINANCIAL ADVISORS, LLC held 233,140 DTCR 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 233,140 shares
    Change vs previous 13F +2,399 shares

    1.47% of the 13F portfolio, value $4,107,920.

    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 230,741 shares
    Change vs previous 13F -34,317 shares

    1.3% of the 13F portfolio, value $3,474,959.

    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 265,058 shares
    Change vs previous 13F -11,500 shares

    1.47% of the 13F portfolio, value $4,121,660.

    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 276,558 shares
    Change vs previous 13F +22,200 shares

    1.41% of the 13F portfolio, value $4,054,337.

    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 254,358 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $3,235,431.

    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).