SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: First Business Financial Services, Inc.
Reporting Period: Quarter ended December 31, 2020.
Filing Date: January 13, 2021.
Report Type: 13F Holdings Report (Full holdings reported).
Location: Madison, WI.
Key Financial Metrics
Total Value of Reported Holdings: $688,225,000 (688,225 thousands).
Total Number of Holdings: 125 entries.
Other Included Managers: 0 (NONE).
Note: As a Form 13F-HR, this filing discloses equity holdings managed by the institution. It does not contain the manager's own revenue, profit, cash flow, margins, debt, or liquidity metrics. The filing text does not provide a clear value for these operational financial metrics.
Material Changes
The filing text does not provide a clear value for material changes versus the prior comparable period. Form 13F filings list current holdings but do not explicitly detail period-over-period changes in aggregate value or specific trade activity within the summary text provided.
Guidance, Outlook, and Risks
The filing text does not provide a clear value for guidance, outlook, management commentary, risks, contingencies, or unusual items. This form is a statutory disclosure of holdings and does not include forward-looking statements or risk factors regarding the manager's operations.
Investor Verification Checklist
- Verify the total reported value of $688.2 million against the manager's total assets under management (AUM) to determine if this represents the full portfolio or a subset.
- Confirm the 125 holdings listed in the full schedule (not included in this summary text) to assess sector concentration and top positions.
- Check for any subsequent amendments to this filing, as 13F reports are subject to correction.
- Review the manager's Form 10-K or 10-Q for operational financial data (revenue, profit, liquidity) which is absent from this 13F filing.