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Disclosery

Family Asset Management, LLC: FEZ position timeline

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

Family Asset Management, LLC held 22,495 FEZ 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 22,495 shares
    Change vs previous 13F -1,432 shares

    0.72% of the 13F portfolio, value $1,197,637.

    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 23,927 shares
    Change vs previous 13F -562 shares

    0.77% of the 13F portfolio, value $1,197,070.

    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 24,489 shares
    Change vs previous 13F -562 shares

    0.81% of the 13F portfolio, value $1,286,900.

    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 25,051 shares
    Change vs previous 13F -23,377 shares

    0.8% of the 13F portfolio, value $1,197,691.

    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 48,428 shares
    Change vs previous 13F -38,966 shares

    1.5% of the 13F portfolio, value $2,034,462.

    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 87,394 shares
    Change vs previous 13F -28,560 shares

    2.71% of the 13F portfolio, value $4,018,367.

    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 115,954 shares
    Change vs previous 13F +18,512 shares

    3.81% of the 13F portfolio, value $5,206,346.

    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 97,442 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $3,770,987.

    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).