JANICZEK WEALTH MANAGEMENT, LLC: DLB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JANICZEK WEALTH MANAGEMENT, LLC on DLB, newest first. How the timeline and the estimate are built.
JANICZEK WEALTH MANAGEMENT, LLC held 3,180 DLB shares at 2024-06-30 per its 13F-HR filed 2024-07-25.
the latest 13F is the newest step
- period ended2024-06-3013F 3,180 sharesChange vs previous 13F -1,438 shares
0.05% of the 13F portfolio, value $251,952.
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 4,618 sharesChange vs previous 13F +567 shares
0.08% of the 13F portfolio, value $386,850.
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 4,051 sharesChange vs previous 13F +1,053 shares
0.08% of the 13F portfolio, value $349,116.
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 2,998 sharesChange vs previous 13F +200 shares
0.06% of the 13F portfolio, value $237,622.
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 2,798 sharesChange vs previous 13F +516 shares
0.06% of the 13F portfolio, value $234,137.
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 2,282 sharesChange vs previous 13F +95 shares
0.06% of the 13F portfolio, value $195,271.
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 2,187 sharesChange vs previous 13F +573 shares
0.05% of the 13F portfolio, value $165,293.
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 1,614 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $104,000.
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).