SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: First Business Financial Services, Inc.
Reporting Period: Quarter ended December 31, 2023.
Filing Date: February 7, 2024.
Report Type: 13F Holdings Report (Full holdings reported).
Key Financial Metrics
This filing is a disclosure of equity holdings and does not contain the reporting manager's internal financial statements (revenue, profit, cash flow, or debt).
| Metric | Value |
|---|---|
| Total Number of Holdings Reported | 162 |
| Total Value of Reported Holdings | $860,157,818 |
| Number of Other Included Managers | 0 |
Material Changes
The filing text provided contains only the cover page and summary totals. It does not include the detailed schedule of holdings required to analyze specific additions, deletions, or changes in position sizes compared to the prior period.
Guidance, Outlook, and Risks
Form 13F filings are historical disclosures of long-only equity positions and do not contain management guidance, forward-looking outlooks, risk factors, or commentary on contingencies. The filing includes a standard disclaimer that the SEC has not reviewed the information for accuracy.
Investor Verification Checklist
- Verify the total portfolio value of $860,157,818 against the sum of individual holdings in the full Schedule 13F.
- Confirm the 162 reported holdings represent the complete portfolio for the reporting manager.
- Review the detailed holdings schedule (not included in this text) to identify top 10 positions and sector concentration.
- Compare the current quarter's holdings list against the Q3 2023 filing to identify material turnover.