JANICZEK WEALTH MANAGEMENT, LLC: CSCO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JANICZEK WEALTH MANAGEMENT, LLC on CSCO, newest first. How the timeline and the estimate are built.
JANICZEK WEALTH MANAGEMENT, LLC held 16,153 CSCO shares at 2024-06-30 per its 13F-HR filed 2024-07-25.
the latest 13F is the newest step
- period ended2024-06-3013F 16,153 sharesChange vs previous 13F -2,957 shares
0.16% of the 13F portfolio, value $767,430.
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 19,110 sharesChange vs previous 13F +2,214 shares
0.2% of the 13F portfolio, value $953,781.
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 16,896 sharesChange vs previous 13F +1,109 shares
0.21% of the 13F portfolio, value $853,586.
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 15,787 sharesChange vs previous 13F +1,131 shares
0.22% of the 13F portfolio, value $848,710.
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 14,656 sharesChange vs previous 13F -743 shares
0.21% of the 13F portfolio, value $758,302.
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).
- period ended2023-03-3113F 15,399 sharesChange vs previous 13F -101 shares
0.22% of the 13F portfolio, value $780,124.
13F-HR 0001598561-23-000003 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 ended2022-12-3113F 15,500 sharesChange vs previous 13F +4,988 shares
0.21% of the 13F portfolio, value $761,197.
13F-HR 0001598561-23-000001 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 ended2022-09-3013F 10,512 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $421,000.
13F-HR 0001598561-22-000006 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).