Holdings in FBIZ
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$1,692,530 |
31,170 |
+16.1%
|
Shares |
Defined |
2026-02-17 |
| 2025-09-30 |
$1,376,432 |
26,852 |
+3.4%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$1,315,740 |
25,972 |
+89.9%
|
Shares |
Defined |
2025-11-21 |
| 2025-03-31 |
$644,869 |
13,677 |
+3.3%
|
Shares |
Defined |
2025-11-21 |
| 2024-12-31 |
$613,156 |
13,246 |
+2.2%
|
Shares |
Defined |
2025-02-14 |
| 2024-09-30 |
$591,028 |
12,964 |
-0.1%
|
Shares |
Defined |
2024-11-14 |
| 2024-06-30 |
$479,981 |
12,976 |
+4.5%
|
Shares |
Defined |
2024-11-06 |
| 2024-03-31 |
$465,450 |
12,412 |
-14.4%
|
Shares |
Defined |
2024-11-05 |
| 2023-12-31 |
$581,729 |
14,507 |
+7.0%
|
Shares |
Defined |
2024-02-14 |
| 2023-09-30 |
$406,785 |
13,555 |
+2.6%
|
Shares |
Defined |
2023-11-14 |
| 2023-06-30 |
$389,444 |
13,206 |
+0.5%
|
Shares |
Defined |
2023-08-14 |
| 2023-03-31 |
$400,718 |
13,134 |
-4.3%
|
Shares |
Defined |
2023-05-15 |
| 2022-12-31 |
$501,466 |
13,720 |
+7.3%
|
Shares |
Defined |
2023-02-14 |
| 2022-09-30 |
$413,083 |
12,785 |
+6.3%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$375,246 |
12,031 |
-18.9%
|
Shares |
Defined |
2022-08-15 |
| 2022-03-31 |
$486,637 |
14,832 |
+24.3%
|
Shares |
Defined |
2022-05-16 |
| 2021-12-31 |
$348,173 |
11,936 |
+61.3%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$212,454 |
7,400 |
-14.9%
|
Shares |
Defined |
2021-11-15 |
| 2021-06-30 |
$235,509 |
8,700 |
+7.1%
|
Shares |
Defined |
2021-08-16 |
| 2021-03-31 |
$200,906 |
8,124 |
+5.6%
|
Shares |
Defined |
2021-07-20 |
| 2020-12-31 |
$141,683 |
7,696 |
+60.3%
|
Shares |
Defined |
2021-02-16 |
| 2020-09-30 |
$68,592 |
4,800 |
-0.0%
|
Shares |
Defined |
2020-11-16 |
| 2020-06-30 |
$78,976 |
4,801 |
-22.4%
|
Shares |
Defined |
2020-08-14 |
| 2020-03-31 |
$95,914 |
6,188 |
—
|
Shares |
Defined |
2020-06-16 |
