SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: FIRST BUSINESS FINANCIAL SERVICES, INC.
Reporting Period: Quarter ended March 31, 2023.
Filing Date: May 8, 2023.
Report Type: 13F Holdings Report (Full holdings reported).
Location: Madison, WI.
Key Financial Metrics
Note: Form 13F filings disclose equity holdings and do not report the manager's internal financial performance (revenue, profit, cash flow, or debt).
- Total Value of Reported Holdings: $796,794,149
- Total Number of Holdings (Entries): 168
- 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 securities holdings and does not contain forward-looking statements or operational commentary.
Investor Verification Checklist
- Verify the total portfolio value of $796,794,149 against the sum of individual security values in the full schedule.
- Confirm the 168 reported entries represent the complete portfolio for the reporting manager.
- Check the specific security list (not included in this summary) to identify top concentration risks.
- Validate the filing date (May 8, 2023) to ensure it meets the 45-day regulatory deadline for the Q1 2023 period.