Holdings in FBIZ
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$1,545,052 |
28,454 |
+6.2%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$1,373,203 |
26,789 |
+4.8%
|
Shares |
Sole |
2025-11-12 |
| 2025-03-31 |
$1,205,672 |
25,571 |
-14.7%
|
Shares |
Sole |
2025-05-15 |
| 2024-12-31 |
$1,387,820 |
29,981 |
+7.4%
|
Shares |
Sole |
2025-02-13 |
| 2024-09-30 |
$1,272,371 |
27,909 |
+43.8%
|
Shares |
Sole |
2024-11-19 |
| 2024-06-30 |
$718,048 |
19,412 |
-12.5%
|
Shares |
Sole |
2024-08-14 |
| 2024-03-31 |
$832,200 |
22,192 |
-21.3%
|
Shares |
Sole |
2024-05-15 |
| 2023-12-31 |
$1,130,860 |
28,201 |
+43.0%
|
Shares |
Sole |
2024-02-15 |
| 2023-09-30 |
$591,977 |
19,726 |
-1.9%
|
Shares |
Sole |
2023-11-07 |
| 2023-06-30 |
$593,072 |
20,111 |
-10.4%
|
Shares |
Sole |
2023-09-20 |
| 2023-03-31 |
$684,705 |
22,442 |
+9.0%
|
Shares |
Sole |
2023-05-04 |
| 2022-12-31 |
$752,564 |
20,590 |
+9.7%
|
Shares |
Sole |
2023-02-13 |
| 2022-09-30 |
$606,684 |
18,777 |
+2.0%
|
Shares |
Sole |
2022-11-03 |
| 2022-06-30 |
$574,363 |
18,415 |
-10.2%
|
Shares |
Sole |
2022-08-12 |
| 2022-03-31 |
$672,637 |
20,501 |
0.0%
|
Shares |
Sole |
2022-05-16 |
| 2021-12-31 |
$598,014 |
20,501 |
-5.5%
|
Shares |
Sole |
2022-02-23 |
| 2021-09-30 |
$622,605 |
21,686 |
+4.0%
|
Shares |
Sole |
2021-11-09 |
| 2021-06-30 |
$564,192 |
20,842 |
-21.4%
|
Shares |
Sole |
2021-08-13 |
| 2021-03-31 |
$655,740 |
26,516 |
+31.7%
|
Shares |
Sole |
2021-05-13 |
| 2020-12-31 |
$370,538 |
20,127 |
+78.6%
|
Shares |
Sole |
2021-02-11 |
| 2020-09-30 |
$161,048 |
11,270 |
-6.6%
|
Shares |
Sole |
2020-11-12 |
| 2020-06-30 |
$198,452 |
12,064 |
+341.1%
|
Shares |
Sole |
2020-08-12 |
| 2020-03-31 |
$42,392 |
2,735 |
—
|
Shares |
Sole |
2020-05-13 |
