JANICZEK WEALTH MANAGEMENT, LLC: FHB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JANICZEK WEALTH MANAGEMENT, LLC on FHB, newest first. How the timeline and the estimate are built.
JANICZEK WEALTH MANAGEMENT, LLC held 8,776 FHB shares at 2024-06-30 per its 13F-HR filed 2024-07-25.
the latest 13F is the newest step
- period ended2024-06-3013F 8,776 sharesChange vs previous 13F +126 shares
0.04% of the 13F portfolio, value $182,190.
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 8,650 sharesChange vs previous 13F +22 shares
0.04% of the 13F portfolio, value $189,954.
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 8,628 sharesChange vs previous 13F +1,595 shares
0.05% of the 13F portfolio, value $197,237.
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 7,033 sharesChange vs previous 13F +74 shares
0.03% of the 13F portfolio, value $126,946.
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 6,959 sharesChange vs previous 13F +6,134 shares
0.03% of the 13F portfolio, value $125,332.
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 825 sharesChange vs previous 13F +670 shares
<0.01% of the 13F portfolio, value $16,756.
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 155 sharesChange vs previous 13F +17 shares
<0.01% of the 13F portfolio, value $4,218.
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 138 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $3,000.
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).