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JANICZEK WEALTH MANAGEMENT, LLC: VIV position timeline

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

JANICZEK WEALTH MANAGEMENT, LLC held 50,725 VIV 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 50,725 shares
    Change vs previous 13F -25,031 shares

    0.09% of the 13F portfolio, value $416,453.

    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 75,756 shares
    Change vs previous 13F +2,292 shares

    0.16% of the 13F portfolio, value $762,863.

    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 73,464 shares
    Change vs previous 13F +12,089 shares

    0.19% of the 13F portfolio, value $803,697.

    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 61,375 shares
    Change vs previous 13F +10,668 shares

    0.14% of the 13F portfolio, value $524,757.

    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 50,707 shares
    Change vs previous 13F +14,123 shares

    0.13% of the 13F portfolio, value $462,955.

    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 36,584 shares
    Change vs previous 13F +17,449 shares

    0.08% of the 13F portfolio, value $298,640.

    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 19,135 shares
    Change vs previous 13F -9,787 shares

    0.04% of the 13F portfolio, value $145,534.

    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 28,922 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $224,000.

    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).