JANICZEK WEALTH MANAGEMENT, LLC: ET position timeline

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

JANICZEK WEALTH MANAGEMENT, LLC held 26,520 ET shares at 2024-06-30 per its 13F-HR filed 2024-07-25.

the latest 13F is the newest step

period ended2024-06-30
13F 26,520 shares
Change vs previous 13F 0 shares
0.09% of the 13F portfolio, value $430,155.
13F-HR 0001598561-24-000004 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed 2024-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 26,520 shares
Change vs previous 13F 0 shares
0.09% of the 13F portfolio, value $417,160.
13F-HR 0001598561-24-000003 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed 2024-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 26,520 shares
Change vs previous 13F +20 shares
0.09% of the 13F portfolio, value $365,976.
13F-HR 0001598561-24-000002 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed 2024-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 26,500 shares
Change vs previous 13F not available
0.1% of the 13F portfolio, value $371,795.
13F-HR 0001598561-23-000005 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed 2023-10-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).