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BBJS FINANCIAL ADVISORS, LLC: VLUE position timeline

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

BBJS FINANCIAL ADVISORS, LLC held 56,095 VLUE 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 56,095 shares
    Change vs previous 13F +418 shares

    2.18% of the 13F portfolio, value $6,116,563.

    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 55,677 shares
    Change vs previous 13F -33 shares

    2.15% of the 13F portfolio, value $5,760,345.

    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 55,710 shares
    Change vs previous 13F -8,779 shares

    2.15% of the 13F portfolio, value $6,033,933.

    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 64,489 shares
    Change vs previous 13F +839 shares

    2.27% of the 13F portfolio, value $6,523,690.

    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 63,650 shares
    Change vs previous 13F -1,573 shares

    2.19% of the 13F portfolio, value $5,774,307.

    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 65,223 shares
    Change vs previous 13F +134 shares

    2.45% of the 13F portfolio, value $6,117,270.

    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 65,089 shares
    Change vs previous 13F -10,958 shares

    2.46% of the 13F portfolio, value $6,026,584.

    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 76,047 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $6,930,946.

    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).