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Disclosery

Family Asset Management, LLC: AGG position timeline

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

Family Asset Management, LLC held 5,984 AGG 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 5,984 shares
    Change vs previous 13F -10 shares

    0.36% of the 13F portfolio, value $606,000.

    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 5,994 shares
    Change vs previous 13F -104 shares

    0.37% of the 13F portfolio, value $581,838.

    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 6,098 shares
    Change vs previous 13F +312 shares

    0.37% of the 13F portfolio, value $597,238.

    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 5,786 shares
    Change vs previous 13F -3,474 shares

    0.38% of the 13F portfolio, value $574,261.

    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 9,260 shares
    Change vs previous 13F +1,692 shares

    0.64% of the 13F portfolio, value $870,810.

    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 7,568 shares
    Change vs previous 13F -337 shares

    0.5% of the 13F portfolio, value $741,286.

    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 7,905 shares
    Change vs previous 13F +333 shares

    0.58% of the 13F portfolio, value $787,654.

    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 7,572 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $734,408.

    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).