JANICZEK WEALTH MANAGEMENT, LLC: VIPS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JANICZEK WEALTH MANAGEMENT, LLC on VIPS, newest first. How the timeline and the estimate are built.
JANICZEK WEALTH MANAGEMENT, LLC held 18,579 VIPS shares at 2024-06-30 per its 13F-HR filed 2024-07-25.
the latest 13F is the newest step
- period ended2024-06-3013F 18,579 sharesChange vs previous 13F -1,669 shares
0.05% of the 13F portfolio, value $241,899.
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 20,248 sharesChange vs previous 13F +1,193 shares
0.07% of the 13F portfolio, value $335,736.
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 19,055 sharesChange vs previous 13F +184 shares
0.08% of the 13F portfolio, value $338,417.
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 18,871 sharesChange vs previous 13F +567 shares
0.08% of the 13F portfolio, value $302,125.
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 18,304 sharesChange vs previous 13F +214 shares
0.08% of the 13F portfolio, value $302,016.
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 18,090 sharesChange vs previous 13F -518 shares
0.08% of the 13F portfolio, value $271,531.
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 18,608 sharesChange vs previous 13F -4,137 shares
0.08% of the 13F portfolio, value $282,283.
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 22,745 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $184,000.
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).