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BBJS FINANCIAL ADVISORS, LLC: XLU position timeline

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

BBJS FINANCIAL ADVISORS, LLC held 60,341 XLU 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 60,341 shares
    Change vs previous 13F +468 shares

    1.74% of the 13F portfolio, value $4,874,368.

    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 59,873 shares
    Change vs previous 13F -9,938 shares

    1.52% of the 13F portfolio, value $4,079,768.

    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 69,811 shares
    Change vs previous 13F +5,157 shares

    1.63% of the 13F portfolio, value $4,583,110.

    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 64,654 shares
    Change vs previous 13F -2,189 shares

    1.42% of the 13F portfolio, value $4,094,547.

    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 66,843 shares
    Change vs previous 13F +32,878 shares

    1.49% of the 13F portfolio, value $3,939,048.

    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 33,965 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,222,684.

    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).