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JANICZEK WEALTH MANAGEMENT, LLC: FNDA position timeline

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

JANICZEK WEALTH MANAGEMENT, LLC held 335,030 FNDA 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 335,030 shares
    Change vs previous 13F -5,828 shares

    3.87% of the 13F portfolio, value $18,444,002.

    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 340,858 shares
    Change vs previous 13F +11,838 shares

    4.14% of the 13F portfolio, value $19,439,123.

    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 329,020 shares
    Change vs previous 13F +3,179 shares

    4.4% of the 13F portfolio, value $18,211,245.

    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 325,841 shares
    Change vs previous 13F +4,045 shares

    4.16% of the 13F portfolio, value $15,800,025.

    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 321,796 shares
    Change vs previous 13F -5,102 shares

    4.47% of the 13F portfolio, value $16,234,632.

    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 326,898 shares
    Change vs previous 13F +77,687 shares

    4.45% of the 13F portfolio, value $15,681,299.

    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 249,211 shares
    Change vs previous 13F +16,889 shares

    3.52% of the 13F portfolio, value $12,485,467.

    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 232,322 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $10,152,000.

    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).