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Disclosery

Family Asset Management, LLC: CFG position timeline

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

Family Asset Management, LLC held 6,473 CFG 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 6,473 shares
    Change vs previous 13F -612 shares

    0.16% of the 13F portfolio, value $265,840.

    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 7,085 shares
    Change vs previous 13F -959 shares

    0.16% of the 13F portfolio, value $255,266.

    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 8,044 shares
    Change vs previous 13F +125 shares

    0.18% of the 13F portfolio, value $291,908.

    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 7,919 shares
    Change vs previous 13F +121 shares

    0.18% of the 13F portfolio, value $262,429.

    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 7,798 shares
    Change vs previous 13F +114 shares

    0.15% of the 13F portfolio, value $208,993.

    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 7,684 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $200,390.

    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).