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BBJS FINANCIAL ADVISORS, LLC: VNQ position timeline

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

BBJS FINANCIAL ADVISORS, LLC held 18,167 VNQ 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 18,167 shares
    Change vs previous 13F -221 shares

    0.63% of the 13F portfolio, value $1,769,814.

    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 18,388 shares
    Change vs previous 13F -14,962 shares

    0.57% of the 13F portfolio, value $1,540,192.

    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 33,350 shares
    Change vs previous 13F +8,274 shares

    1.03% of the 13F portfolio, value $2,884,130.

    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 25,076 shares
    Change vs previous 13F -807 shares

    0.77% of the 13F portfolio, value $2,215,759.

    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 25,883 shares
    Change vs previous 13F +2,331 shares

    0.74% of the 13F portfolio, value $1,958,336.

    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 23,552 shares
    Change vs previous 13F +3,350 shares

    0.79% of the 13F portfolio, value $1,968,001.

    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 20,202 shares
    Change vs previous 13F +5,170 shares

    0.68% of the 13F portfolio, value $1,677,570.

    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 15,032 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,239,875.

    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).