JANICZEK WEALTH MANAGEMENT, LLC: VWO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JANICZEK WEALTH MANAGEMENT, LLC on VWO, newest first. How the timeline and the estimate are built.
JANICZEK WEALTH MANAGEMENT, LLC held 7,586 VWO shares at 2024-06-30 per its 13F-HR filed 2024-07-25.
the latest 13F is the newest step
- period ended2024-06-3013F 7,586 sharesChange vs previous 13F -326,513 shares
0.07% of the 13F portfolio, value $331,964.
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 334,099 sharesChange vs previous 13F +25,340 shares
2.97% of the 13F portfolio, value $13,955,325.
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 308,759 sharesChange vs previous 13F -28,306 shares
3.06% of the 13F portfolio, value $12,690,004.
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 337,065 sharesChange vs previous 13F -2,456 shares
3.48% of the 13F portfolio, value $13,216,328.
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 339,521 sharesChange vs previous 13F -11,988 shares
3.8% of the 13F portfolio, value $13,811,724.
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 351,509 sharesChange vs previous 13F +167,116 shares
4.05% of the 13F portfolio, value $14,292,359.
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 184,393 sharesChange vs previous 13F +5,386 shares
2.18% of the 13F portfolio, value $7,718,692.
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 179,007 sharesChange vs previous 13F not available
2.14% of the 13F portfolio, value $6,557,000.
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).