SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: FIRST BUSINESS FINANCIAL SERVICES, INC.
Reporting Period: Quarter ended September 30, 2023.
Filing Date: November 14, 2023.
Report Type: 13F Holdings Report (Full disclosure of holdings).
Location: Madison, WI.
Key Financial Metrics
Note: Form 13F-HR reports investment holdings, not the operating financial performance (revenue, profit, cash flow) of the reporting manager itself.
- Total Value of Reported Holdings: $784,783,877
- Total Number of Holdings (Entries): 168
- Number of 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 lists current holdings but does not explicitly detail period-over-period changes in the summary section provided.
Guidance, Outlook, and Risks
The filing text does not provide guidance, outlook, management commentary, risks, contingencies, or unusual items. Form 13F-HR is a statutory disclosure of equity holdings and does not contain narrative management discussion.
Investor Verification Checklist
- Verify the total portfolio value of $784,783,877 against the sum of individual security values in the full schedule.
- Confirm the 168 reported entries represent the complete portfolio for the reporting manager.
- Review the specific security list (not included in this summary) to assess concentration risk and sector exposure.
- Check for any amendments filed after November 14, 2023, that may update these holdings.