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JANICZEK WEALTH MANAGEMENT, LLC: VTEB position timeline

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

JANICZEK WEALTH MANAGEMENT, LLC held 89,197 VTEB 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 89,197 shares
    Change vs previous 13F +23,536 shares

    0.94% of the 13F portfolio, value $4,469,649.

    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 65,661 shares
    Change vs previous 13F +9,277 shares

    0.71% of the 13F portfolio, value $3,322,434.

    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 56,384 shares
    Change vs previous 13F -10,844 shares

    0.7% of the 13F portfolio, value $2,878,390.

    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 67,228 shares
    Change vs previous 13F +2,193 shares

    0.85% of the 13F portfolio, value $3,233,655.

    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 65,035 shares
    Change vs previous 13F +507 shares

    0.9% of the 13F portfolio, value $3,266,045.

    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 64,528 shares
    Change vs previous 13F -6,983 shares

    0.93% of the 13F portfolio, value $3,278,009.

    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 71,511 shares
    Change vs previous 13F -49,743 shares

    1.02% of the 13F portfolio, value $3,614,868.

    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 121,254 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $5,882,000.

    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).