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JANICZEK WEALTH MANAGEMENT, LLC: JHG position timeline

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

JANICZEK WEALTH MANAGEMENT, LLC held 7,453 JHG 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 7,453 shares
    Change vs previous 13F -909 shares

    0.05% of the 13F portfolio, value $251,241.

    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 8,362 shares
    Change vs previous 13F +1,872 shares

    0.06% of the 13F portfolio, value $275,027.

    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 6,490 shares
    Change vs previous 13F -2,239 shares

    0.05% of the 13F portfolio, value $195,674.

    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 8,729 shares
    Change vs previous 13F -785 shares

    0.06% of the 13F portfolio, value $225,383.

    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 9,514 shares
    Change vs previous 13F +4,759 shares

    0.07% of the 13F portfolio, value $259,257.

    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 4,755 shares
    Change vs previous 13F +1,894 shares

    0.04% of the 13F portfolio, value $126,008.

    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 2,861 shares
    Change vs previous 13F +1,947 shares

    0.02% of the 13F portfolio, value $77,619.

    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 914 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $19,000.

    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).