Skip to content
Disclosery

BBJS FINANCIAL ADVISORS, LLC: VNQI position timeline

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

BBJS FINANCIAL ADVISORS, LLC held 183,776 VNQI 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 183,776 shares
    Change vs previous 13F -2,045 shares

    3.07% of the 13F portfolio, value $8,620,910.

    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 185,821 shares
    Change vs previous 13F -106,586 shares

    2.81% of the 13F portfolio, value $7,538,760.

    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 292,407 shares
    Change vs previous 13F +55,918 shares

    4.39% of the 13F portfolio, value $12,322,029.

    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 236,489 shares
    Change vs previous 13F +17,884 shares

    3.5% of the 13F portfolio, value $10,072,065.

    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 218,605 shares
    Change vs previous 13F +7,079 shares

    3.23% of the 13F portfolio, value $8,510,278.

    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 211,526 shares
    Change vs previous 13F +18,358 shares

    3.41% of the 13F portfolio, value $8,501,215.

    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 193,168 shares
    Change vs previous 13F +1,404 shares

    3.19% of the 13F portfolio, value $7,836,817.

    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 191,764 shares
    Change vs previous 13F not available

    3.57% of the 13F portfolio, value $7,927,514.

    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).