JANICZEK WEALTH MANAGEMENT, LLC: WY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JANICZEK WEALTH MANAGEMENT, LLC on WY, newest first. How the timeline and the estimate are built.
JANICZEK WEALTH MANAGEMENT, LLC held 8 WY shares at 2024-06-30 per its 13F-HR filed 2024-07-25.
the latest 13F is the newest step
- period ended2024-06-3013F 8 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $228.
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 8 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $288.
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 8 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $279.
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 8 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $246.
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 8 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $269.
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 8 sharesChange vs previous 13F -24 shares
<0.01% of the 13F portfolio, value $249.
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 32 sharesChange vs previous 13F +24 shares
<0.01% of the 13F portfolio, value $1,028.
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 8 sharesChange vs previous 13F not available
0% of the 13F portfolio, value $0.
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).