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BBJS FINANCIAL ADVISORS, LLC: VUSB position timeline

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

BBJS FINANCIAL ADVISORS, LLC held 0 VUSB shares at 2024-06-30 per its 13F-HR filed 2024-07-16.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -3,041 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-03-31
    13F 3,041 shares
    Change vs previous 13F -51,933 shares

    0.05% of the 13F portfolio, value $150,674.

    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).

  3. period ended2023-12-31
    13F 54,974 shares
    Change vs previous 13F -28,987 shares

    0.94% of the 13F portfolio, value $2,717,894.

    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).

  4. period ended2023-09-30
    13F 83,961 shares
    Change vs previous 13F -24,734 shares

    1.57% of the 13F portfolio, value $4,130,035.

    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).

  5. period ended2023-06-30
    13F 108,695 shares
    Change vs previous 13F -6,787 shares

    2.14% of the 13F portfolio, value $5,343,468.

    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).

  6. period ended2023-03-31
    13F 115,482 shares
    Change vs previous 13F +20,335 shares

    2.32% of the 13F portfolio, value $5,686,331.

    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).

  7. period ended2022-12-31
    13F 95,147 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $4,662,185.

    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).