JANICZEK WEALTH MANAGEMENT, LLC: TREX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JANICZEK WEALTH MANAGEMENT, LLC on TREX, newest first. How the timeline and the estimate are built.

JANICZEK WEALTH MANAGEMENT, LLC held 560 TREX shares at 2024-06-30 per its 13F-HR filed 2024-07-25.

the latest 13F is the newest step

period ended2024-06-30
13F 560 shares
Change vs previous 13F +396 shares
0.01% of the 13F portfolio, value $41,508.
13F-HR 0001598561-24-000004 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed 2024-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 164 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $16,359.
13F-HR 0001598561-24-000003 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed 2024-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).