JANICZEK WEALTH MANAGEMENT, LLC: TIMB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JANICZEK WEALTH MANAGEMENT, LLC on TIMB, newest first. How the timeline and the estimate are built.
JANICZEK WEALTH MANAGEMENT, LLC held 22,859 TIMB shares at 2024-06-30 per its 13F-HR filed 2024-07-25.
the latest 13F is the newest step
- period ended2024-06-3013F 22,859 sharesChange vs previous 13F +1,117 shares
0.07% of the 13F portfolio, value $327,609.
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 21,742 sharesChange vs previous 13F +2,635 shares
0.08% of the 13F portfolio, value $385,921.
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 19,107 sharesChange vs previous 13F +212 shares
0.09% of the 13F portfolio, value $352,907.
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 18,895 sharesChange vs previous 13F -139 shares
0.07% of the 13F portfolio, value $281,536.
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 19,034 sharesChange vs previous 13F +990 shares
0.08% of the 13F portfolio, value $291,030.
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 18,044 sharesChange vs previous 13F -1,512 shares
0.07% of the 13F portfolio, value $247,910.
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 19,556 sharesChange vs previous 13F +5,201 shares
0.06% of the 13F portfolio, value $227,241.
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 14,355 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $169,000.
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).