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BBJS FINANCIAL ADVISORS, LLC: IVV position timeline

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

BBJS FINANCIAL ADVISORS, LLC held 10,729 IVV 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 10,729 shares
    Change vs previous 13F +13 shares

    2.21% of the 13F portfolio, value $6,188,982.

    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 10,716 shares
    Change vs previous 13F -572 shares

    2.19% of the 13F portfolio, value $5,864,367.

    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 11,288 shares
    Change vs previous 13F -4,121 shares

    2.12% of the 13F portfolio, value $5,934,342.

    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 15,409 shares
    Change vs previous 13F -908 shares

    2.56% of the 13F portfolio, value $7,359,795.

    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 16,317 shares
    Change vs previous 13F -2,906 shares

    2.66% of the 13F portfolio, value $7,006,876.

    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 19,223 shares
    Change vs previous 13F -579 shares

    3.43% of the 13F portfolio, value $8,567,842.

    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 19,802 shares
    Change vs previous 13F +3,401 shares

    3.32% of the 13F portfolio, value $8,140,369.

    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 16,401 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $6,301,267.

    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).