SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: FIRST BUSINESS FINANCIAL SERVICES, INC.
Reporting Period: Quarter ended December 31, 2022.
Filing Date: February 2, 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, debt, or liquidity).
- Total Value of Reported Holdings: $744,170 (rounded to nearest dollar).
- Total Number of Holdings (Entries): 163.
- Other Included Managers: 0.
Material Changes
The filing text does not provide comparative data for the prior period; therefore, material changes in holdings value or count cannot be determined from this document alone.
Guidance, Outlook, and Risks
This filing is a statutory disclosure of equity positions and does not contain management commentary, forward-looking guidance, risk factors, or details on contingencies. The filing includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness.
Key Facts for Investor Verification
- Verify the total portfolio value of $744,170 against the sum of individual security values in the full schedule.
- Confirm the count of 163 distinct holdings entries.
- Note that the reporting manager (First Business Financial Services, Inc.) is a financial services firm, and this report reflects its investment portfolio, not its operating results.
- Check for any subsequent amendments to this filing, as the text indicates this is the initial report for the period.