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BBJS FINANCIAL ADVISORS, LLC: VGK position timeline

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

BBJS FINANCIAL ADVISORS, LLC held 241,926 VGK 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 241,926 shares
    Change vs previous 13F +285 shares

    6.13% of the 13F portfolio, value $17,200,967.

    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 241,641 shares
    Change vs previous 13F -13,603 shares

    6.02% of the 13F portfolio, value $16,134,340.

    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 255,244 shares
    Change vs previous 13F -4,656 shares

    6.13% of the 13F portfolio, value $17,188,152.

    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 259,900 shares
    Change vs previous 13F -1,209 shares

    5.82% of the 13F portfolio, value $16,758,381.

    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 261,109 shares
    Change vs previous 13F +10,856 shares

    5.73% of the 13F portfolio, value $15,126,071.

    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 250,253 shares
    Change vs previous 13F -1,935 shares

    6.19% of the 13F portfolio, value $15,440,637.

    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 252,188 shares
    Change vs previous 13F -27,259 shares

    6.26% of the 13F portfolio, value $15,370,838.

    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 279,447 shares
    Change vs previous 13F not available

    6.98% of the 13F portfolio, value $15,492,523.

    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).