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BBJS FINANCIAL ADVISORS, LLC: TEAM position timeline

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

BBJS FINANCIAL ADVISORS, LLC held 380,426 TEAM 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 380,426 shares
    Change vs previous 13F 0 shares

    21.55% of the 13F portfolio, value $60,415,454.

    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 380,426 shares
    Change vs previous 13F 0 shares

    25.09% of the 13F portfolio, value $67,289,751.

    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 380,426 shares
    Change vs previous 13F -22,000 shares

    26.47% of the 13F portfolio, value $74,224,917.

    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 402,426 shares
    Change vs previous 13F -13,050 shares

    33.25% of the 13F portfolio, value $95,721,049.

    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 415,476 shares
    Change vs previous 13F 0 shares

    31.73% of the 13F portfolio, value $83,722,569.

    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 415,476 shares
    Change vs previous 13F 0 shares

    27.93% of the 13F portfolio, value $69,721,028.

    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 415,476 shares
    Change vs previous 13F 0 shares

    28.98% of the 13F portfolio, value $71,117,027.

    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 415,476 shares
    Change vs previous 13F not available

    24.1% of the 13F portfolio, value $53,463,452.

    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).