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JANICZEK WEALTH MANAGEMENT, LLC: SAP position timeline

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

JANICZEK WEALTH MANAGEMENT, LLC held 5,186 SAP 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 5,186 shares
    Change vs previous 13F -125 shares

    0.22% of the 13F portfolio, value $1,046,069.

    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 5,311 shares
    Change vs previous 13F +176 shares

    0.22% of the 13F portfolio, value $1,035,805.

    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 5,135 shares
    Change vs previous 13F +132 shares

    0.19% of the 13F portfolio, value $793,820.

    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 5,003 shares
    Change vs previous 13F +93 shares

    0.17% of the 13F portfolio, value $646,988.

    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 4,910 shares
    Change vs previous 13F -175 shares

    0.18% of the 13F portfolio, value $671,738.

    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 5,085 shares
    Change vs previous 13F -54 shares

    0.18% of the 13F portfolio, value $647,931.

    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 5,139 shares
    Change vs previous 13F +177 shares

    0.17% of the 13F portfolio, value $599,619.

    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 4,962 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $417,000.

    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).