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BBJS FINANCIAL ADVISORS, LLC: XBI position timeline

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

BBJS FINANCIAL ADVISORS, LLC held 51,839 XBI 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 51,839 shares
    Change vs previous 13F +33 shares

    1.83% of the 13F portfolio, value $5,121,730.

    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 51,806 shares
    Change vs previous 13F +930 shares

    1.79% of the 13F portfolio, value $4,802,940.

    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 50,876 shares
    Change vs previous 13F +255 shares

    1.72% of the 13F portfolio, value $4,827,612.

    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 50,621 shares
    Change vs previous 13F -7,189 shares

    1.57% of the 13F portfolio, value $4,519,938.

    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 57,810 shares
    Change vs previous 13F +4,832 shares

    1.6% of the 13F portfolio, value $4,221,304.

    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 52,978 shares
    Change vs previous 13F +1,973 shares

    1.77% of the 13F portfolio, value $4,407,790.

    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 51,005 shares
    Change vs previous 13F +4,440 shares

    1.58% of the 13F portfolio, value $3,887,092.

    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 46,565 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $3,864,895.

    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).