JANICZEK WEALTH MANAGEMENT, LLC: SNDR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JANICZEK WEALTH MANAGEMENT, LLC on SNDR, newest first. How the timeline and the estimate are built.
JANICZEK WEALTH MANAGEMENT, LLC held 12,992 SNDR shares at 2024-06-30 per its 13F-HR filed 2024-07-25.
the latest 13F is the newest step
- period ended2024-06-3013F 12,992 sharesChange vs previous 13F -1,332 shares
0.07% of the 13F portfolio, value $314,010.
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 14,324 sharesChange vs previous 13F +1,207 shares
0.07% of the 13F portfolio, value $324,472.
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 13,117 sharesChange vs previous 13F -858 shares
0.08% of the 13F portfolio, value $334,003.
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 13,975 sharesChange vs previous 13F +509 shares
0.1% of the 13F portfolio, value $387,193.
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 13,466 sharesChange vs previous 13F +971 shares
0.11% of the 13F portfolio, value $386,954.
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 12,495 sharesChange vs previous 13F +305 shares
0.09% of the 13F portfolio, value $332,367.
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 12,190 sharesChange vs previous 13F +3,319 shares
0.08% of the 13F portfolio, value $300,849.
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 8,871 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $186,000.
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).