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Disclosery

Family Asset Management, LLC: IEF position timeline

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

Family Asset Management, LLC held 3,139 IEF 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 3,139 shares
    Change vs previous 13F -992 shares

    0.19% of the 13F portfolio, value $308,007.

    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 4,131 shares
    Change vs previous 13F +2,019 shares

    0.25% of the 13F portfolio, value $386,876.

    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 2,112 shares
    Change vs previous 13F +1,997 shares

    0.13% of the 13F portfolio, value $199,930.

    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 115 shares
    Change vs previous 13F -767 shares

    0.01% of the 13F portfolio, value $11,093.

    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 882 shares
    Change vs previous 13F -1,803 shares

    0.06% of the 13F portfolio, value $80,790.

    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 2,685 shares
    Change vs previous 13F -2,183 shares

    0.18% of the 13F portfolio, value $259,379.

    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 4,868 shares
    Change vs previous 13F -3,037 shares

    0.35% of the 13F portfolio, value $482,555.

    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 7,905 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $757,146.

    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).