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Disclosery

Family Asset Management, LLC: IEFA position timeline

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

Family Asset Management, LLC held 121,874 IEFA 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 121,874 shares
    Change vs previous 13F -10,966 shares

    5.72% of the 13F portfolio, value $9,512,298.

    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 132,840 shares
    Change vs previous 13F -16 shares

    6.21% of the 13F portfolio, value $9,649,528.

    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 132,856 shares
    Change vs previous 13F +2,737 shares

    6.18% of the 13F portfolio, value $9,860,551.

    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 130,119 shares
    Change vs previous 13F +18,591 shares

    6.13% of the 13F portfolio, value $9,153,851.

    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 111,528 shares
    Change vs previous 13F +13,611 shares

    5.29% of the 13F portfolio, value $7,176,823.

    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 97,917 shares
    Change vs previous 13F +6,219 shares

    4.46% of the 13F portfolio, value $6,609,394.

    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 91,698 shares
    Change vs previous 13F +23,620 shares

    4.48% of the 13F portfolio, value $6,129,980.

    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 68,078 shares
    Change vs previous 13F not available

    3.49% of the 13F portfolio, value $4,196,300.

    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).