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BBJS FINANCIAL ADVISORS, LLC: RWX position timeline

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

BBJS FINANCIAL ADVISORS, LLC held 5,034 RWX 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 5,034 shares
    Change vs previous 13F -595 shares

    0.05% of the 13F portfolio, value $138,781.

    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 5,629 shares
    Change vs previous 13F -32,921 shares

    0.05% of the 13F portfolio, value $135,088.

    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 38,550 shares
    Change vs previous 13F -27,735 shares

    0.36% of the 13F portfolio, value $1,005,767.

    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 66,285 shares
    Change vs previous 13F +590 shares

    0.63% of the 13F portfolio, value $1,808,930.

    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 65,695 shares
    Change vs previous 13F -1,196 shares

    0.59% of the 13F portfolio, value $1,562,222.

    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 66,891 shares
    Change vs previous 13F -5,788 shares

    0.66% of the 13F portfolio, value $1,656,886.

    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 72,679 shares
    Change vs previous 13F +419 shares

    0.78% of the 13F portfolio, value $1,909,997.

    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 72,260 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,934,404.

    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).