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Family Asset Management, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Family Asset Management, LLC on AAPL, newest first. How the timeline and the estimate are built.

Family Asset Management, LLC held 21,111 AAPL shares at 2024-09-30 per its 13F-HR filed 2024-10-30.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 21,111 shares
    Change vs previous 13F 0 shares

    2.96% of the 13F portfolio, value $4,918,763.

    13F-HR 0001398344-24-019645 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 21,111 shares
    Change vs previous 13F -35 shares

    2.86% of the 13F portfolio, value $4,446,308.

    13F-HR 0001398344-24-013482 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 21,146 shares
    Change vs previous 13F -227 shares

    2.27% of the 13F portfolio, value $3,626,042.

    13F-HR 0001398344-24-009447 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F 21,373 shares
    Change vs previous 13F +348 shares

    2.75% of the 13F portfolio, value $4,115,012.

    13F-HR 0001398344-24-002198 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-09-30
    13F 21,025 shares
    Change vs previous 13F -391 shares

    2.65% of the 13F portfolio, value $3,599,631.

    13F-HR 0001398344-23-020065 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-06-30
    13F 21,416 shares
    Change vs previous 13F +5,900 shares

    2.81% of the 13F portfolio, value $4,153,995.

    13F-HR 0001398344-23-013641 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-03-31
    13F 15,516 shares
    Change vs previous 13F -1,222 shares

    1.87% of the 13F portfolio, value $2,558,532.

    13F-HR 0001398344-23-008667 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-12-31
    13F 16,738 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $2,174,729.

    13F-HR 0001398344-23-000709 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).