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JANICZEK WEALTH MANAGEMENT, LLC: FNDF position timeline

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

JANICZEK WEALTH MANAGEMENT, LLC held 48,297 FNDF 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 48,297 shares
    Change vs previous 13F +1,208 shares

    0.36% of the 13F portfolio, value $1,699,479.

    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 47,089 shares
    Change vs previous 13F +5,452 shares

    0.36% of the 13F portfolio, value $1,676,840.

    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 41,637 shares
    Change vs previous 13F -1,370 shares

    0.34% of the 13F portfolio, value $1,404,417.

    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 43,007 shares
    Change vs previous 13F +953 shares

    0.36% of the 13F portfolio, value $1,362,032.

    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 42,054 shares
    Change vs previous 13F -304 shares

    0.37% of the 13F portfolio, value $1,357,924.

    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 42,358 shares
    Change vs previous 13F -766 shares

    0.39% of the 13F portfolio, value $1,360,539.

    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 43,124 shares
    Change vs previous 13F -10,820 shares

    0.38% of the 13F portfolio, value $1,336,844.

    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 53,944 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,379,000.

    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).