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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

  1. period ended2024-06-30
    13F 12,992 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-03-31
    13F 14,324 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-12-31
    13F 13,117 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-09-30
    13F 13,975 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-06-30
    13F 13,466 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-03-31
    13F 12,495 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2022-12-31
    13F 12,190 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-09-30
    13F 8,871 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).