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BBJS FINANCIAL ADVISORS, LLC: VBK position timeline

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

BBJS FINANCIAL ADVISORS, LLC held 53,596 VBK 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 53,596 shares
    Change vs previous 13F -10,079 shares

    5.11% of the 13F portfolio, value $14,329,909.

    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 63,675 shares
    Change vs previous 13F -2,671 shares

    5.94% of the 13F portfolio, value $15,926,937.

    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 66,346 shares
    Change vs previous 13F +3,732 shares

    6.17% of the 13F portfolio, value $17,297,815.

    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 62,614 shares
    Change vs previous 13F +1,477 shares

    5.26% of the 13F portfolio, value $15,138,286.

    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 61,137 shares
    Change vs previous 13F +3,909 shares

    4.96% of the 13F portfolio, value $13,094,426.

    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 57,228 shares
    Change vs previous 13F +21 shares

    5.27% of the 13F portfolio, value $13,147,483.

    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 57,207 shares
    Change vs previous 13F -1,012 shares

    5.05% of the 13F portfolio, value $12,380,274.

    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 58,219 shares
    Change vs previous 13F not available

    5.26% of the 13F portfolio, value $11,675,300.

    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).