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BBJS FINANCIAL ADVISORS, LLC: IVE position timeline

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

BBJS FINANCIAL ADVISORS, LLC held 35,834 IVE 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 35,834 shares
    Change vs previous 13F +50 shares

    2.52% of the 13F portfolio, value $7,065,321.

    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 35,784 shares
    Change vs previous 13F +41 shares

    2.43% of the 13F portfolio, value $6,512,982.

    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 35,743 shares
    Change vs previous 13F -6,526 shares

    2.38% of the 13F portfolio, value $6,677,163.

    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 42,269 shares
    Change vs previous 13F -517 shares

    2.55% of the 13F portfolio, value $7,350,083.

    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 42,786 shares
    Change vs previous 13F -9,361 shares

    2.49% of the 13F portfolio, value $6,582,274.

    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 52,147 shares
    Change vs previous 13F -1,533 shares

    3.37% of the 13F portfolio, value $8,405,562.

    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 53,680 shares
    Change vs previous 13F +8,208 shares

    3.32% of the 13F portfolio, value $8,146,417.

    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 45,472 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $6,596,569.

    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).