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Disclosery

Family Asset Management, LLC: ACWV position timeline

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

Family Asset Management, LLC held 6,569 ACWV 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 6,569 shares
    Change vs previous 13F -159 shares

    0.45% of the 13F portfolio, value $752,348.

    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 6,728 shares
    Change vs previous 13F -1,004 shares

    0.45% of the 13F portfolio, value $704,018.

    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 7,732 shares
    Change vs previous 13F -205 shares

    0.51% of the 13F portfolio, value $813,948.

    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 7,937 shares
    Change vs previous 13F -1,730 shares

    0.53% of the 13F portfolio, value $796,478.

    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 9,667 shares
    Change vs previous 13F -1,595 shares

    0.68% of the 13F portfolio, value $922,425.

    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 11,262 shares
    Change vs previous 13F -5 shares

    0.75% of the 13F portfolio, value $1,104,295.

    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 11,267 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,090,082.

    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).