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BBJS FINANCIAL ADVISORS, LLC: VPL position timeline

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

BBJS FINANCIAL ADVISORS, LLC held 142,429 VPL 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 142,429 shares
    Change vs previous 13F +67 shares

    3.98% of the 13F portfolio, value $11,165,023.

    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 142,362 shares
    Change vs previous 13F -14,626 shares

    3.94% of the 13F portfolio, value $10,560,390.

    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 156,988 shares
    Change vs previous 13F -5,842 shares

    4.26% of the 13F portfolio, value $11,935,775.

    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 162,830 shares
    Change vs previous 13F +554 shares

    4.07% of the 13F portfolio, value $11,728,623.

    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 162,276 shares
    Change vs previous 13F +4,172 shares

    4.11% of the 13F portfolio, value $10,852,989.

    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 158,104 shares
    Change vs previous 13F -127 shares

    4.42% of the 13F portfolio, value $11,022,978.

    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 158,231 shares
    Change vs previous 13F -2,329 shares

    4.37% of the 13F portfolio, value $10,731,206.

    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 160,560 shares
    Change vs previous 13F not available

    4.66% of the 13F portfolio, value $10,332,027.

    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).