JANICZEK WEALTH MANAGEMENT, LLC: WIT position timeline

JANICZEK WEALTH MANAGEMENT, LLC held 128,210 WIT 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 128,210 shares

   Change vs previous 13F +12,261 shares

   0.16% of the 13F portfolio, value $782,081.

   13F-HR 0001598561-24-000004 filed by JANICZEK WEALTH MANAGEMENT, LLC
   Filed 2024-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-03-31

   13F 115,949 shares

   Change vs previous 13F +10,242 shares

   0.14% of the 13F portfolio, value $666,707.

   13F-HR 0001598561-24-000003 filed by JANICZEK WEALTH MANAGEMENT, LLC
   Filed 2024-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2023-12-31

   13F 105,707 shares

   Change vs previous 13F +1,651 shares

   0.14% of the 13F portfolio, value $588,788.

   13F-HR 0001598561-24-000002 filed by JANICZEK WEALTH MANAGEMENT, LLC
   Filed 2024-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2023-09-30

   13F 104,056 shares

   Change vs previous 13F +8,895 shares

   0.13% of the 13F portfolio, value $503,632.

   13F-HR 0001598561-23-000005 filed by JANICZEK WEALTH MANAGEMENT, LLC
   Filed 2023-10-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-06-30

   13F 95,161 shares

   Change vs previous 13F +41,466 shares

   0.12% of the 13F portfolio, value $449,160.

   13F-HR 0001598561-23-000004 filed by JANICZEK WEALTH MANAGEMENT, LLC
   Filed 2023-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-03-31

   13F 53,695 shares

   Change vs previous 13F -1,794 shares

   0.07% of the 13F portfolio, value $232,500.

   13F-HR 0001598561-23-000003 filed by JANICZEK WEALTH MANAGEMENT, LLC
   Filed 2023-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2022-12-31

   13F 55,489 shares

   Change vs previous 13F +1,983 shares

   0.08% of the 13F portfolio, value $268,567.

   13F-HR 0001598561-23-000001 filed by JANICZEK WEALTH MANAGEMENT, LLC
   Filed 2023-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2022-09-30

   13F 53,506 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $264,000.

   13F-HR 0001598561-22-000006 filed by JANICZEK WEALTH MANAGEMENT, LLC
   Filed 2022-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

   Acceptance time not in the bulk data set (spec §4.2).