Skip to content
Disclosery

JANICZEK WEALTH MANAGEMENT, LLC: EFAV position timeline

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

JANICZEK WEALTH MANAGEMENT, LLC held 18,630 EFAV 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 18,630 shares
    Change vs previous 13F -164,307 shares

    0.27% of the 13F portfolio, value $1,292,084.

    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 182,937 shares
    Change vs previous 13F +1,745 shares

    2.76% of the 13F portfolio, value $12,966,575.

    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 181,192 shares
    Change vs previous 13F -3,406 shares

    3.03% of the 13F portfolio, value $12,563,854.

    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 184,598 shares
    Change vs previous 13F -1,705 shares

    3.17% of the 13F portfolio, value $12,039,482.

    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 186,303 shares
    Change vs previous 13F -3,549 shares

    3.46% of the 13F portfolio, value $12,575,453.

    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 189,852 shares
    Change vs previous 13F -9,294 shares

    3.73% of the 13F portfolio, value $13,147,251.

    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 199,146 shares
    Change vs previous 13F -11,206 shares

    3.71% of the 13F portfolio, value $13,151,602.

    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 210,352 shares
    Change vs previous 13F not available

    3.9% of the 13F portfolio, value $11,954,000.

    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).