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JANICZEK WEALTH MANAGEMENT, LLC: CHT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JANICZEK WEALTH MANAGEMENT, LLC on CHT, newest first. How the timeline and the estimate are built.

JANICZEK WEALTH MANAGEMENT, LLC held 22,070 CHT shares at 2024-06-30 per its 13F-HR filed 2024-07-25.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 22,070 shares
    Change vs previous 13F +2,273 shares

    0.18% of the 13F portfolio, value $852,123.

    13F-HR 0001598561-24-000004 filed by JANICZEK WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-03-31
    13F 19,797 shares
    Change vs previous 13F +6,169 shares

    0.16% of the 13F portfolio, value $774,855.

    13F-HR 0001598561-24-000003 filed by JANICZEK WEALTH MANAGEMENT, 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 13,628 shares
    Change vs previous 13F +2,367 shares

    0.13% of the 13F portfolio, value $532,446.

    13F-HR 0001598561-24-000002 filed by JANICZEK WEALTH MANAGEMENT, 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 11,261 shares
    Change vs previous 13F -1,629 shares

    0.11% of the 13F portfolio, value $404,721.

    13F-HR 0001598561-23-000005 filed by JANICZEK WEALTH MANAGEMENT, 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 12,890 shares
    Change vs previous 13F +1,159 shares

    0.13% of the 13F portfolio, value $485,631.

    13F-HR 0001598561-23-000004 filed by JANICZEK WEALTH MANAGEMENT, 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 11,731 shares
    Change vs previous 13F +3,086 shares

    0.14% of the 13F portfolio, value $477,804.

    13F-HR 0001598561-23-000003 filed by JANICZEK WEALTH MANAGEMENT, 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 8,645 shares
    Change vs previous 13F +5,874 shares

    0.09% of the 13F portfolio, value $323,669.

    13F-HR 0001598561-23-000001 filed by JANICZEK WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-09-30
    13F 2,771 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $95,000.

    13F-HR 0001598561-22-000006 filed by JANICZEK WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).