Skip to content
Disclosery

JANICZEK WEALTH MANAGEMENT, LLC: HMC position timeline

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

JANICZEK WEALTH MANAGEMENT, LLC held 19,298 HMC 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 19,298 shares
    Change vs previous 13F -854 shares

    0.13% of the 13F portfolio, value $622,168.

    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 20,152 shares
    Change vs previous 13F +4,316 shares

    0.16% of the 13F portfolio, value $750,259.

    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 15,836 shares
    Change vs previous 13F -649 shares

    0.12% of the 13F portfolio, value $489,491.

    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 16,485 shares
    Change vs previous 13F +3,680 shares

    0.15% of the 13F portfolio, value $554,556.

    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 12,805 shares
    Change vs previous 13F +1,393 shares

    0.11% of the 13F portfolio, value $388,120.

    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 11,412 shares
    Change vs previous 13F +677 shares

    0.08% of the 13F portfolio, value $297,854.

    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 10,735 shares
    Change vs previous 13F +6,220 shares

    0.07% of the 13F portfolio, value $258,714.

    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 4,515 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $100,000.

    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).