Skip to content
Disclosery

BBJS FINANCIAL ADVISORS, LLC: FINX position timeline

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

BBJS FINANCIAL ADVISORS, LLC held 900 FINX 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 900 shares
    Change vs previous 13F -2 shares

    0.01% of the 13F portfolio, value $25,218.

    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 902 shares
    Change vs previous 13F -15 shares

    0.01% of the 13F portfolio, value $22,696.

    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 917 shares
    Change vs previous 13F -173,158 shares

    0.01% of the 13F portfolio, value $25,551.

    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 174,075 shares
    Change vs previous 13F -47,363 shares

    1.55% of the 13F portfolio, value $4,451,108.

    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 221,438 shares
    Change vs previous 13F +14,102 shares

    1.69% of the 13F portfolio, value $4,459,759.

    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 207,336 shares
    Change vs previous 13F +8,055 shares

    1.83% of the 13F portfolio, value $4,575,909.

    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 199,281 shares
    Change vs previous 13F +47,218 shares

    1.69% of the 13F portfolio, value $4,149,039.

    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 152,063 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $2,927,210.

    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).