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Disclosery

Family Asset Management, LLC: HEFA position timeline

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

Family Asset Management, LLC held 4,580 HEFA 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 4,580 shares
    Change vs previous 13F -500 shares

    0.1% of the 13F portfolio, value $162,224.

    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 5,080 shares
    Change vs previous 13F -867 shares

    0.12% of the 13F portfolio, value $180,619.

    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 5,947 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $207,431.

    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 5,947 shares
    Change vs previous 13F -8,959 shares

    0.13% of the 13F portfolio, value $187,390.

    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 14,906 shares
    Change vs previous 13F -3,033 shares

    0.33% of the 13F portfolio, value $448,671.

    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 17,939 shares
    Change vs previous 13F -22,845 shares

    0.38% of the 13F portfolio, value $556,109.

    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 40,784 shares
    Change vs previous 13F +39,265 shares

    0.88% of the 13F portfolio, value $1,201,904.

    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 1,519 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $41,013.

    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).