SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: FIRST BUSINESS FINANCIAL SERVICES, INC.
Reporting Period: Quarter ended September 30, 2021.
Filing Date: October 14, 2021.
Report Type: 13F Holdings Report (Full holdings reported).
Location: Madison, WI.
Key Financial Metrics
Note: Form 13F filings disclose equity holdings and do not report the manager's internal revenue, profit, cash flow, margins, or debt.
- Total Value of Reported Holdings: $873,944,000 (873,944 thousands).
- Total Number of Holdings: 156 entries.
- Other Included Managers: 0.
Material Changes
The filing text does not provide a clear value for material changes versus the prior comparable period. This form reports the aggregate portfolio value and count at the end of the period but does not include a comparative table or narrative analysis of changes from the previous quarter.
Guidance, Outlook, and Risks
The filing text does not provide guidance, outlook, management commentary, risks, contingencies, or unusual items. Form 13F is a statutory disclosure of holdings and does not contain forward-looking statements or operational commentary.
Key Facts for Investor Verification
- Verify the total portfolio value of approximately $874 million against the manager's total assets under management (AUM) to determine if this represents the full scope of their equity exposure.
- Confirm the specific composition of the 156 holdings, as the summary text does not list individual securities.
- Note that this filing reflects positions as of September 30, 2021, and does not reflect subsequent trading activity.