JANICZEK WEALTH MANAGEMENT, LLC: CP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JANICZEK WEALTH MANAGEMENT, LLC on CP, newest first. How the timeline and the estimate are built.
JANICZEK WEALTH MANAGEMENT, LLC held 2,215 CP shares at 2024-06-30 per its 13F-HR filed 2024-07-25.
the latest 13F is the newest step
- period ended2024-06-3013F 2,215 sharesChange vs previous 13F -711 shares
0.04% of the 13F portfolio, value $174,454.
13F-HR 0001598561-24-000004 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 2,926 sharesChange vs previous 13F +682 shares
0.05% of the 13F portfolio, value $258,068.
13F-HR 0001598561-24-000003 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 2,244 sharesChange vs previous 13F +719 shares
0.04% of the 13F portfolio, value $177,480.
13F-HR 0001598561-24-000002 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 1,525 sharesChange vs previous 13F +211 shares
0.03% of the 13F portfolio, value $113,501.
13F-HR 0001598561-23-000005 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 1,314 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $106,158.
13F-HR 0001598561-23-000004 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).