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JANICZEK WEALTH MANAGEMENT, LLC: HLN position timeline

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

JANICZEK WEALTH MANAGEMENT, LLC held 20,496 HLN 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 20,496 shares
    Change vs previous 13F -149 shares

    0.04% of the 13F portfolio, value $169,297.

    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 20,645 shares
    Change vs previous 13F +55 shares

    0.04% of the 13F portfolio, value $175,277.

    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 20,590 shares
    Change vs previous 13F +1,010 shares

    0.04% of the 13F portfolio, value $169,456.

    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 19,580 shares
    Change vs previous 13F -319 shares

    0.04% of the 13F portfolio, value $163,362.

    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 19,899 shares
    Change vs previous 13F -113 shares

    0.05% of the 13F portfolio, value $166,754.

    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 20,012 shares
    Change vs previous 13F +148 shares

    0.05% of the 13F portfolio, value $176,506.

    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 19,864 shares
    Change vs previous 13F +5,906 shares

    0.04% of the 13F portfolio, value $155,932.

    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 13,958 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $83,000.

    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).