Filer Snapshot

JANICZEK WEALTH MANAGEMENT, LLC

CIK 0001598561. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

33

Latest Filing

26 Jul 2024

Industry

n/a

Follow future filing-backed changes

Save this filer to return when a new filing changes the portfolio, large-stake, insider, or company context.

Save and revisit

Save this filer page

Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.

Create free account and save this filer Already have an account? Sign in and save it

Best next click

Start with the summary below, then verify the strongest source-backed page for this filer.

  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
Open 13F portfolio
Source: SEC filing N-PX

N-PX filed on 26 Jul 2024 for CIK 0001598561.

View Source Filing
Business address
7001 E. Belleview Avenue, Suite 600, Denver, CO, 80237
Top 13F securities
IVV AVDE AGG DSTL DGRW SCHD FNDA XCEM CALF UCON AAPL JCPB +8 more
State of incorporation
CO
Former names
JJJ Advisors Inc. (to 05 May 2022)

Filer intelligence

What SEC filings say about JANICZEK WEALTH MANAGEMENT, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $477.13M across 1,088 reported holdings for Q2 2024.
  • Largest parsed 13F holding: IVV at $63.89M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 1,088 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q2 2024 - 25 Jul 2024

Top 5 concentration

41%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$195.42M

Compared with $477.13M total 13F value.

Top 5 net change

+$29.65M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: DGRW ยท Largest trim: SCHD

IVV AVDE AGG DSTL DGRW Other holdings

IVV

13.4%

Ishares Tr

$63.89M

AVDE

8.4%

American Centy Etf Tr

$40M

AGG

7.4%

Ishares Tr

$35.46M

DSTL

6.7%

Etf Ser Solutions

$31.83M

DGRW

5.1%

Wisdomtree Tr

$24.25M

Latest update

What changed recently for JANICZEK WEALTH MANAGEMENT, LLC

New filing available

Latest 13F period: Q2 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

25 Jul 2024

Page type

Filer profile

Latest period

Q2 2024

Institutional portfolio context was refreshed from a 13F filing filed on 25 Jul 2024.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

JANICZEK WEALTH MANAGEMENT, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q2 2024. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

Open company facts Browse metric rankings

SEC filing record

CIK 0001598561 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
33
First seen
06 Feb 2017
Latest filing
26 Jul 2024
Entity
Company

Observed form types

N-PX 13F-HR 13F-HR/A

Primary evidence

Open SEC filing index JANICZEK WEALTH MANAGEMENT, LLC SEC filings JANICZEK WEALTH MANAGEMENT, LLC 13F portfolio

Latest Filings

Recent SEC filings for JANICZEK WEALTH MANAGEMENT, LLC with direct links to document and filing folders.

N-PX File 028-17631

N-PX filing

Filing date
26 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
25 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
15 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
29 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
13 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
11 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
21 Apr 2023
Reporting date
31 Mar 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
23 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
17 Oct 2022
Reporting date
30 Sep 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
03 Aug 2022
Reporting date
30 Jun 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
05 May 2022
Reporting date
31 Mar 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
02 Feb 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A File 028-17631

13F-HR/A filing

Filing date
25 Oct 2021
Reporting date
30 Sep 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
19 Oct 2021
Reporting date
30 Sep 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
28 Jul 2021
Reporting date
30 Jun 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
28 Apr 2021
Reporting date
31 Mar 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
26 Jan 2021
Reporting date
31 Dec 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
19 Oct 2020
Reporting date
30 Sep 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
17 Jul 2020
Reporting date
30 Jun 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
20 Apr 2020
Reporting date
31 Mar 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
05 Feb 2020
Reporting date
31 Dec 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
30 Oct 2019
Reporting date
30 Sep 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
22 Jul 2019
Reporting date
30 Jun 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
02 May 2019
Reporting date
31 Mar 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
28 Jan 2019
Reporting date
31 Dec 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
22 Oct 2018
Reporting date
30 Sep 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
25 Jul 2018
Reporting date
30 Jun 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
01 May 2018
Reporting date
31 Mar 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
30 Jan 2018
Reporting date
31 Dec 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
18 Oct 2017
Reporting date
30 Sep 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
17 Jul 2017
Reporting date
30 Jun 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
03 May 2017
Reporting date
31 Mar 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-17631

13F-HR filing

Filing date
06 Feb 2017
Reporting date
31 Dec 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .