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BBJS FINANCIAL ADVISORS, LLC: SPEU position timeline

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

BBJS FINANCIAL ADVISORS, LLC held 7,690 SPEU 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 7,690 shares
    Change vs previous 13F -251 shares

    0.12% of the 13F portfolio, value $341,606.

    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 7,941 shares
    Change vs previous 13F -278 shares

    0.12% of the 13F portfolio, value $331,556.

    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 8,219 shares
    Change vs previous 13F -378 shares

    0.12% of the 13F portfolio, value $345,850.

    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 8,597 shares
    Change vs previous 13F +20 shares

    0.12% of the 13F portfolio, value $346,646.

    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 8,577 shares
    Change vs previous 13F -1,477 shares

    0.12% of the 13F portfolio, value $309,731.

    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 10,054 shares
    Change vs previous 13F -407 shares

    0.16% of the 13F portfolio, value $387,172.

    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 10,461 shares
    Change vs previous 13F -1,856 shares

    0.16% of the 13F portfolio, value $397,842.

    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 12,317 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $427,282.

    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).