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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

  1. period ended2024-06-30
    13F 22,859 shares
    Change 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), ingested

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

  2. period ended2024-03-31
    13F 21,742 shares
    Change 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), ingested

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

  3. period ended2023-12-31
    13F 19,107 shares
    Change 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), ingested

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

  4. period ended2023-09-30
    13F 18,895 shares
    Change 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), ingested

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

  5. period ended2023-06-30
    13F 19,034 shares
    Change 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), ingested

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

  6. period ended2023-03-31
    13F 18,044 shares
    Change 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), ingested

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

  7. period ended2022-12-31
    13F 19,556 shares
    Change 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), ingested

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

  8. period ended2022-09-30
    13F 14,355 shares
    Change 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), ingested

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