JANICZEK WEALTH MANAGEMENT, LLC: TKC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JANICZEK WEALTH MANAGEMENT, LLC on TKC, newest first. How the timeline and the estimate are built.
JANICZEK WEALTH MANAGEMENT, LLC held 25,423 TKC shares at 2024-06-30 per its 13F-HR filed 2024-07-25.
the latest 13F is the newest step
- period ended2024-06-3013F 25,423 sharesChange vs previous 13F -2,469 shares
0.04% of the 13F portfolio, value $192,707.
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 27,892 sharesChange vs previous 13F +1,997 shares
0.03% of the 13F portfolio, value $144,760.
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 25,895 sharesChange vs previous 13F +2,707 shares
0.03% of the 13F portfolio, value $124,555.
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 23,188 sharesChange vs previous 13F +6,590 shares
0.03% of the 13F portfolio, value $109,680.
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 16,598 sharesChange vs previous 13F -1,496 shares
0.02% of the 13F portfolio, value $59,255.
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 18,094 sharesChange vs previous 13F +3,044 shares
0.02% of the 13F portfolio, value $86,490.
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 15,050 sharesChange vs previous 13F +7,634 shares
0.02% of the 13F portfolio, value $65,919.
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 7,416 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $23,000.
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).