Skip to content
Disclosery

BBJS FINANCIAL ADVISORS, LLC: VBR position timeline

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

BBJS FINANCIAL ADVISORS, LLC held 82,989 VBR 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 82,989 shares
    Change vs previous 13F +45 shares

    5.94% of the 13F portfolio, value $16,662,516.

    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 82,944 shares
    Change vs previous 13F -3,612 shares

    5.64% of the 13F portfolio, value $15,138,851.

    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 86,556 shares
    Change vs previous 13F +8,668 shares

    5.92% of the 13F portfolio, value $16,608,366.

    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 77,888 shares
    Change vs previous 13F +2,749 shares

    4.87% of the 13F portfolio, value $14,017,581.

    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 75,139 shares
    Change vs previous 13F +5,055 shares

    4.54% of the 13F portfolio, value $11,983,849.

    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 70,084 shares
    Change vs previous 13F -299 shares

    4.64% of the 13F portfolio, value $11,591,896.

    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 70,383 shares
    Change vs previous 13F -693 shares

    4.55% of the 13F portfolio, value $11,173,954.

    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 71,076 shares
    Change vs previous 13F not available

    5.09% of the 13F portfolio, value $11,286,918.

    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).