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JANICZEK WEALTH MANAGEMENT, LLC: FNDX position timeline

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

JANICZEK WEALTH MANAGEMENT, LLC held 55,605 FNDX 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 55,605 shares
    Change vs previous 13F +622 shares

    0.78% of the 13F portfolio, value $3,733,892.

    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 54,983 shares
    Change vs previous 13F +7,047 shares

    0.79% of the 13F portfolio, value $3,705,305.

    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 47,936 shares
    Change vs previous 13F -716 shares

    0.72% of the 13F portfolio, value $2,969,156.

    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 48,652 shares
    Change vs previous 13F +1,448 shares

    0.72% of the 13F portfolio, value $2,723,053.

    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 47,204 shares
    Change vs previous 13F +712 shares

    0.75% of the 13F portfolio, value $2,717,535.

    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 46,492 shares
    Change vs previous 13F +14,970 shares

    0.73% of the 13F portfolio, value $2,581,701.

    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 31,522 shares
    Change vs previous 13F +2,016 shares

    0.5% of the 13F portfolio, value $1,757,036.

    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 29,506 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,438,000.

    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).