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Disclosery

Family Asset Management, LLC: IEI position timeline

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

Family Asset Management, LLC held 181 IEI 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 181 shares
    Change vs previous 13F -524 shares

    0.01% of the 13F portfolio, value $21,649.

    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 705 shares
    Change vs previous 13F -299 shares

    0.05% of the 13F portfolio, value $81,406.

    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 1,004 shares
    Change vs previous 13F -673 shares

    0.07% of the 13F portfolio, value $116,273.

    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 1,677 shares
    Change vs previous 13F -4,769 shares

    0.13% of the 13F portfolio, value $196,427.

    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 6,446 shares
    Change vs previous 13F +6,109 shares

    0.54% of the 13F portfolio, value $729,471.

    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 337 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $38,843.

    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).