SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: FIRST BUSINESS FINANCIAL SERVICES, INC.
Reporting Period: Quarter ended June 30, 2017.
Filing Date: August 9, 2017.
Report Type: 13F Holdings Report (Full holdings reported).
Key Financial Metrics
Note: Form 13F filings disclose equity holdings and do not report the manager's internal financial performance (revenue, profit, cash flow, debt, or liquidity).
- Total Value of Reported Holdings: $487,309,000 (487,309 thousands).
- Total Number of Holdings: 76 entries.
- 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 reports the aggregate portfolio value and holdings at the end of the period but does not include comparative data or change analysis within the provided text.
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 narrative management discussion.
Investor Verification Checklist
- Verify the total portfolio value of $487.3 million against the specific holdings listed in the full Schedule 13F (not included in this summary text).
- Confirm the 76 individual equity positions to assess concentration risk.
- Check for any subsequent amendments filed after August 9, 2017.
- Note that this filing does not reflect the financial health of First Business Financial Services, Inc. itself, only its managed investment portfolio.