SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: FIRST BUSINESS FINANCIAL SERVICES, INC.
Reporting Period: Quarter ended September 30, 2015.
Filing Date: November 2, 2015.
Report Type: 13F Holdings Report (Full holdings reported).
Location: Madison, WI.
Key Financial Metrics
Total Value of Reported Holdings: $312,358,000 (312,358 thousands).
Total Number of Holdings: 90 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 company'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
This filing represents a snapshot of holdings as of the period end. The document does not provide comparative data against the prior quarter to determine material changes in specific positions or total portfolio value.
Guidance, Outlook, and Risks
The filing contains no management commentary, forward-looking guidance, risk factors, or contingencies. It is a statutory disclosure of long-only equity positions.
Key Facts for Investor Verification
- Verify the total portfolio value of approximately $312.4 million against the manager's total assets under management (AUM) to determine if this represents the full portfolio or a specific segment.
- Confirm the 90 individual holdings listed in the full schedule to assess sector concentration and top positions.
- Note that this filing does not disclose short positions, derivatives, or non-equity assets.