SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Company: FIRST BUSINESS FINANCIAL SERVICES, INC.
Filing Type: Form 13F-HR (Holdings Report)
Reporting Period: Quarter ended June 30, 2024
Filing Date: August 1, 2024
Role: Institutional Investment Manager reporting equity holdings.
Key Financial Metrics
Note: Form 13F filings disclose equity holdings and do not report the filer's own operating revenue, profit, cash flow, or debt.
- Total Value of Reported Holdings: $943,256,633
- Total Number of Holdings (Entries): 157
- 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 is a regulatory disclosure of holdings and does not contain forward-looking statements or operational risk analysis.
Investor Verification Checklist
- Verify the total reported value of $943,256,633 against the detailed Schedule 13F holdings list.
- Confirm the 157 individual security entries to understand portfolio concentration.
- Note that this report covers only equity securities; it excludes debt, derivatives, or other asset classes.
- Check for any subsequent amendments filed after August 1, 2024.