Holdings in FBIZ
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$527,090 |
9,707 |
-15.3%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$587,234 |
11,456 |
-1.9%
|
Shares |
Sole |
2025-11-06 |
| 2025-06-30 |
$591,810 |
11,682 |
+1.7%
|
Shares |
Sole |
2025-08-12 |
| 2025-03-31 |
$541,423 |
11,483 |
+1.3%
|
Shares |
Sole |
2025-05-29 |
| 2024-12-31 |
$524,743 |
11,336 |
+0.5%
|
Shares |
Sole |
2025-05-29 |
| 2024-09-30 |
$514,483 |
11,285 |
-1.0%
|
Shares |
Sole |
2024-11-12 |
| 2024-06-30 |
$421,796 |
11,403 |
+0.3%
|
Shares |
Sole |
2024-08-01 |
| 2024-03-31 |
$426,375 |
11,370 |
-0.1%
|
Shares |
Sole |
2024-05-09 |
| 2023-12-31 |
$456,217 |
11,377 |
-1.3%
|
Shares |
Sole |
2024-02-08 |
| 2023-09-30 |
$345,835 |
11,524 |
+0.4%
|
Shares |
Sole |
2023-11-09 |
| 2023-06-30 |
$338,545 |
11,480 |
-4.3%
|
Shares |
Sole |
2023-08-08 |
| 2023-03-31 |
$366,150 |
12,001 |
+0.7%
|
Shares |
Sole |
2023-05-11 |
| 2022-12-31 |
$435,456 |
11,914 |
+2.4%
|
Shares |
Sole |
2023-02-14 |
| 2022-09-30 |
$375,894 |
11,634 |
+6.0%
|
Shares |
Sole |
2022-11-10 |
| 2022-06-30 |
$342,341 |
10,976 |
-16.9%
|
Shares |
Sole |
2022-08-11 |
| 2021-03-31 |
$326,609 |
13,207 |
-1.8%
|
Shares |
Sole |
2021-05-06 |
| 2020-12-31 |
$247,651 |
13,452 |
+14.5%
|
Shares |
Sole |
2021-02-10 |
| 2020-09-30 |
$167,907 |
11,750 |
-12.8%
|
Shares |
Sole |
2020-11-12 |
| 2020-06-30 |
$221,713 |
13,478 |
-21.9%
|
Shares |
Sole |
2020-08-13 |
| 2020-03-31 |
$267,576 |
17,263 |
—
|
Shares |
Sole |
2020-05-06 |
