Skip to content
Disclosery

BBJS FINANCIAL ADVISORS, LLC: IVW position timeline

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

BBJS FINANCIAL ADVISORS, LLC held 156,332 IVW 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 156,332 shares
    Change vs previous 13F +43 shares

    5.34% of the 13F portfolio, value $14,968,837.

    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 156,289 shares
    Change vs previous 13F -92 shares

    5.39% of the 13F portfolio, value $14,462,989.

    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 156,381 shares
    Change vs previous 13F -11,153 shares

    4.71% of the 13F portfolio, value $13,204,815.

    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 167,534 shares
    Change vs previous 13F -1,344 shares

    4.37% of the 13F portfolio, value $12,581,797.

    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 168,878 shares
    Change vs previous 13F -8,517 shares

    4.38% of the 13F portfolio, value $11,554,656.

    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 177,395 shares
    Change vs previous 13F -7,784 shares

    5.01% of the 13F portfolio, value $12,502,779.

    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 185,179 shares
    Change vs previous 13F +24,512 shares

    4.82% of the 13F portfolio, value $11,831,106.

    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 160,667 shares
    Change vs previous 13F not available

    4.24% of the 13F portfolio, value $9,399,025.

    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).