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BBJS FINANCIAL ADVISORS, LLC: XME position timeline

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

BBJS FINANCIAL ADVISORS, LLC held 131,660 XME 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 131,660 shares
    Change vs previous 13F -43,042 shares

    2.99% of the 13F portfolio, value $8,389,400.

    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 174,702 shares
    Change vs previous 13F +46,735 shares

    3.86% of the 13F portfolio, value $10,365,067.

    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 127,967 shares
    Change vs previous 13F +63,764 shares

    2.75% of the 13F portfolio, value $7,713,842.

    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 64,203 shares
    Change vs previous 13F +2,675 shares

    1.33% of the 13F portfolio, value $3,841,243.

    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 61,528 shares
    Change vs previous 13F +590 shares

    1.22% of the 13F portfolio, value $3,230,244.

    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 60,938 shares
    Change vs previous 13F +180 shares

    1.24% of the 13F portfolio, value $3,096,872.

    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 60,758 shares
    Change vs previous 13F -61,774 shares

    1.32% of the 13F portfolio, value $3,229,871.

    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 122,532 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $6,103,328.

    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).