JANICZEK WEALTH MANAGEMENT, LLC: HSY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JANICZEK WEALTH MANAGEMENT, LLC on HSY, newest first. How the timeline and the estimate are built.
JANICZEK WEALTH MANAGEMENT, LLC held 118 HSY shares at 2024-06-30 per its 13F-HR filed 2024-07-25.
the latest 13F is the newest step
- period ended2024-06-3013F 118 sharesChange vs previous 13F -183 shares
<0.01% of the 13F portfolio, value $21,692.
13F-HR 0001598561-24-000004 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 301 sharesChange vs previous 13F +18 shares
0.01% of the 13F portfolio, value $58,545.
13F-HR 0001598561-24-000003 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 283 sharesChange vs previous 13F -16 shares
0.01% of the 13F portfolio, value $52,763.
13F-HR 0001598561-24-000002 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 299 sharesChange vs previous 13F -85 shares
0.02% of the 13F portfolio, value $59,824.
13F-HR 0001598561-23-000005 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 384 sharesChange vs previous 13F +9 shares
0.03% of the 13F portfolio, value $95,885.
13F-HR 0001598561-23-000004 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 375 sharesChange vs previous 13F -552 shares
0.03% of the 13F portfolio, value $96,105.
13F-HR 0001598561-23-000003 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 927 sharesChange vs previous 13F +30 shares
0.06% of the 13F portfolio, value $207,824.
13F-HR 0001598561-23-000001 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-09-3013F 897 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $201,000.
13F-HR 0001598561-22-000006 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).