JANICZEK WEALTH MANAGEMENT, LLC: TDC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JANICZEK WEALTH MANAGEMENT, LLC on TDC, newest first. How the timeline and the estimate are built.
JANICZEK WEALTH MANAGEMENT, LLC held 0 TDC shares at 2024-03-31 per its 13F-HR filed 2024-04-15.
the latest 13F is the newest step
- period ended2024-03-3113F 0 sharesChange vs previous 13F -6 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2023-12-3113F 6 sharesChange vs previous 13F -97 shares
<0.01% of the 13F portfolio, value $262.
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 103 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $4,638.
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 103 sharesChange vs previous 13F +97 shares
<0.01% of the 13F portfolio, value $5,502.
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 6 sharesChange vs previous 13F -38 shares
<0.01% of the 13F portfolio, value $245.
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 44 sharesChange vs previous 13F +6 shares
<0.01% of the 13F portfolio, value $1,481.
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 38 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $1,000.
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).