Skip to content
Disclosery

JANICZEK WEALTH MANAGEMENT, LLC: FLO position timeline

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

JANICZEK WEALTH MANAGEMENT, LLC held 6,189 FLO 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 6,189 shares
    Change vs previous 13F -173 shares

    0.03% of the 13F portfolio, value $137,396.

    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 6,362 shares
    Change vs previous 13F +3,356 shares

    0.03% of the 13F portfolio, value $151,098.

    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 3,006 shares
    Change vs previous 13F -625 shares

    0.02% of the 13F portfolio, value $67,666.

    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 3,631 shares
    Change vs previous 13F +263 shares

    0.02% of the 13F portfolio, value $80,536.

    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 3,368 shares
    Change vs previous 13F +21 shares

    0.02% of the 13F portfolio, value $83,796.

    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 3,347 shares
    Change vs previous 13F +434 shares

    0.03% of the 13F portfolio, value $89,934.

    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 2,913 shares
    Change vs previous 13F +182 shares

    0.02% of the 13F portfolio, value $81,098.

    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 2,731 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $68,000.

    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).