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JANICZEK WEALTH MANAGEMENT, LLC: SCHZ position timeline

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

JANICZEK WEALTH MANAGEMENT, LLC held 74,284 SCHZ 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 74,284 shares
    Change vs previous 13F -849 shares

    0.71% of the 13F portfolio, value $3,385,865.

    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 75,133 shares
    Change vs previous 13F +8,714 shares

    0.74% of the 13F portfolio, value $3,456,118.

    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 66,419 shares
    Change vs previous 13F -10,204 shares

    0.75% of the 13F portfolio, value $3,096,454.

    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 76,623 shares
    Change vs previous 13F +2,098 shares

    0.89% of the 13F portfolio, value $3,389,036.

    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 74,525 shares
    Change vs previous 13F +1,974 shares

    0.95% of the 13F portfolio, value $3,440,074.

    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 72,551 shares
    Change vs previous 13F +6,317 shares

    0.96% of the 13F portfolio, value $3,396,113.

    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 66,234 shares
    Change vs previous 13F -1,569 shares

    0.88% of the 13F portfolio, value $3,130,219.

    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 67,803 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $3,043,000.

    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).