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JANICZEK WEALTH MANAGEMENT, LLC: DSTL position timeline

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

JANICZEK WEALTH MANAGEMENT, LLC held 619,302 DSTL 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 619,302 shares
    Change vs previous 13F +44,888 shares

    6.67% of the 13F portfolio, value $31,825,905.

    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 574,414 shares
    Change vs previous 13F +57,290 shares

    6.59% of the 13F portfolio, value $30,966,682.

    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 517,124 shares
    Change vs previous 13F +37,191 shares

    6.16% of the 13F portfolio, value $25,530,412.

    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 479,933 shares
    Change vs previous 13F +21,812 shares

    5.65% of the 13F portfolio, value $21,424,210.

    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 458,121 shares
    Change vs previous 13F +14,216 shares

    5.7% of the 13F portfolio, value $20,736,848.

    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 443,905 shares
    Change vs previous 13F +28,678 shares

    5.44% of the 13F portfolio, value $19,203,331.

    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 415,227 shares
    Change vs previous 13F +51,112 shares

    5% of the 13F portfolio, value $17,738,497.

    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 364,115 shares
    Change vs previous 13F not available

    4.46% of the 13F portfolio, value $13,654,000.

    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).