SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: First Business Financial Services, Inc.
Reporting Period: Quarter ended September 30, 2020.
Filing Date: October 28, 2020.
Report Type: 13F Holdings Report (Full holdings reported).
Location: Madison, WI.
Key Financial Metrics
Total Portfolio Value: $599,122,000 (reported as 599,122 in thousands).
Total Number of Holdings: 123 entries.
Other Included Managers: 0 (NONE).
Note: As a Form 13F-HR, this filing discloses equity holdings and does not provide operational financial metrics such as revenue, profit, cash flow, margins, debt, or liquidity for the reporting manager itself.
Material Changes
The filing text does not provide comparative data for the prior period (June 30, 2020) to calculate material changes in portfolio value or composition. The report lists current holdings only.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, forward-looking guidance, risk factors, or contingencies. It is a statutory disclosure of long-term equity securities held by the institutional investment manager.
Key Facts for Investor Verification
- Verify the total portfolio value of approximately $599.1 million against the manager's total assets under management (AUM) to determine if this represents the full scope of their equity exposure.
- Confirm the 123 reported holdings represent the complete list of reportable securities for the period.
- Note that the filing was signed by Brendan Freeman, President of First Business Trust & Investments.
- Check for any subsequent amendments or restatements filed after October 28, 2020.