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JANICZEK WEALTH MANAGEMENT, LLC: DTM position timeline

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

JANICZEK WEALTH MANAGEMENT, LLC held 1,190 DTM 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 1,190 shares
    Change vs previous 13F +100 shares

    0.02% of the 13F portfolio, value $84,854.

    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 1,090 shares
    Change vs previous 13F +33 shares

    0.01% of the 13F portfolio, value $66,927.

    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 1,057 shares
    Change vs previous 13F -92 shares

    0.01% of the 13F portfolio, value $58,181.

    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 1,149 shares
    Change vs previous 13F +430 shares

    0.02% of the 13F portfolio, value $61,088.

    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 719 shares
    Change vs previous 13F +25 shares

    0.01% of the 13F portfolio, value $35,677.

    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 694 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $34,206.

    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).