Skip to content
Disclosery

BBJS FINANCIAL ADVISORS, LLC: XLV position timeline

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

BBJS FINANCIAL ADVISORS, LLC held 30,795 XLV 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 30,795 shares
    Change vs previous 13F +91 shares

    1.69% of the 13F portfolio, value $4,743,024.

    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 30,704 shares
    Change vs previous 13F +71 shares

    1.67% of the 13F portfolio, value $4,475,142.

    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 30,633 shares
    Change vs previous 13F -3,902 shares

    1.61% of the 13F portfolio, value $4,525,389.

    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 34,535 shares
    Change vs previous 13F +664 shares

    1.64% of the 13F portfolio, value $4,709,824.

    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 33,871 shares
    Change vs previous 13F +1,326 shares

    1.65% of the 13F portfolio, value $4,360,533.

    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 32,545 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $4,319,654.

    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).