Holdings in FBIZ
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$4,102,690 |
75,556 |
-9.0%
|
Shares |
Other |
2026-02-17 |
| 2025-09-30 |
$4,254,220 |
82,993 |
+3.4%
|
Shares |
Other |
2025-11-14 |
| 2025-06-30 |
$4,066,274 |
80,266 |
-8.1%
|
Shares |
Other |
2025-08-13 |
| 2025-03-31 |
$4,119,164 |
87,363 |
-2.8%
|
Shares |
Defined |
2025-05-13 |
| 2024-12-31 |
$4,162,441 |
89,921 |
-2.7%
|
Shares |
Other |
2025-02-14 |
| 2024-09-30 |
$4,213,472 |
92,421 |
+0.1%
|
Shares |
Defined |
2024-11-13 |
| 2024-06-30 |
$3,416,507 |
92,363 |
-2.5%
|
Shares |
Defined |
2024-08-14 |
| 2024-03-31 |
$3,552,712 |
94,739 |
-7.1%
|
Shares |
Defined |
2024-05-14 |
| 2023-12-31 |
$4,087,873 |
101,942 |
+1.9%
|
Shares |
Defined |
2024-02-13 |
| 2023-09-30 |
$3,001,749 |
100,025 |
+1.4%
|
Shares |
Defined |
2023-11-13 |
| 2023-06-30 |
$2,908,096 |
98,613 |
+2.8%
|
Shares |
Defined |
2023-08-11 |
| 2023-03-31 |
$2,926,366 |
95,915 |
-2.5%
|
Shares |
Defined |
2023-05-15 |
| 2022-12-31 |
$3,596,337 |
98,395 |
-0.6%
|
Shares |
Defined |
2023-02-13 |
| 2022-09-30 |
$3,197,559 |
98,965 |
-1.2%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$3,122,867 |
100,124 |
+113.5%
|
Shares |
Defined |
2022-08-12 |
| 2022-03-31 |
$1,538,756 |
46,899 |
-7.0%
|
Shares |
Defined |
2022-05-13 |
| 2021-12-31 |
$1,470,372 |
50,407 |
-2.3%
|
Shares |
Defined |
2022-02-08 |
| 2021-09-30 |
$1,481,321 |
51,596 |
-4.3%
|
Shares |
Defined |
2021-11-15 |
| 2021-06-30 |
$1,459,641 |
53,921 |
-53.6%
|
Shares |
Defined |
2021-08-13 |
| 2021-03-31 |
$2,875,530 |
116,277 |
-27.0%
|
Shares |
Defined |
2021-05-12 |
| 2020-12-31 |
$2,931,737 |
159,247 |
-3.2%
|
Shares |
Defined |
2021-02-11 |
| 2020-09-30 |
$2,350,962 |
164,518 |
-3.0%
|
Shares |
Defined |
2020-11-16 |
| 2020-06-30 |
$2,790,035 |
169,607 |
+0.5%
|
Shares |
Other |
2020-08-14 |
| 2020-03-31 |
$2,616,849 |
168,829 |
—
|
Shares |
Defined |
2020-05-14 |
