JANICZEK WEALTH MANAGEMENT, LLC: TSM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JANICZEK WEALTH MANAGEMENT, LLC on TSM, newest first. How the timeline and the estimate are built.
JANICZEK WEALTH MANAGEMENT, LLC held 10,521 TSM shares at 2024-06-30 per its 13F-HR filed 2024-07-25.
the latest 13F is the newest step
- period ended2024-06-3013F 10,521 sharesChange vs previous 13F -742 shares
0.38% of the 13F portfolio, value $1,829,813.
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 11,263 sharesChange vs previous 13F +1,222 shares
0.33% of the 13F portfolio, value $1,533,511.
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 10,041 sharesChange vs previous 13F +138 shares
0.25% of the 13F portfolio, value $1,045,309.
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 9,903 sharesChange vs previous 13F +198 shares
0.23% of the 13F portfolio, value $861,531.
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 9,705 sharesChange vs previous 13F +280 shares
0.27% of the 13F portfolio, value $980,325.
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 9,425 sharesChange vs previous 13F +1 shares
0.23% of the 13F portfolio, value $821,860.
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 9,424 sharesChange vs previous 13F +6,134 shares
0.23% of the 13F portfolio, value $819,888.
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 3,290 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $222,000.
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).