SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: First Business Financial Services, Inc.
Reporting Period: Quarter ended March 31, 2021.
Filing Date: April 8, 2021.
Report Type: 13F Holdings Report (Full holdings reported).
Location: Madison, WI.
Key Financial Metrics
Total Portfolio Value: $753,350,000 (reported as 753,350 in thousands).
Total Number of Holdings: 134 entries.
Other Included Managers: 0 (NONE).
Note: As a Form 13F-HR, this filing discloses equity holdings and does not contain revenue, profit, cash flow, margins, debt, or liquidity metrics for the reporting manager itself.
Material Changes
The filing text does not provide comparative data against the prior period (December 31, 2020) to determine material changes in holdings or portfolio value.
Guidance, Outlook, and Risks
This filing type does not include management commentary, guidance, outlook, or risk factors. It is a statutory disclosure of long equity positions.
Key Facts for Investor Verification
- Verify the total portfolio value of approximately $753.35 million.
- Confirm the count of 134 distinct equity holdings.
- Note that no other institutional managers are included in this report.
- Review the full schedule of holdings (not included in this summary text) to identify specific sector concentrations or top positions.