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Disclosery

Family Asset Management, LLC: ITOT position timeline

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

Family Asset Management, LLC held 12,547 ITOT 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 12,547 shares
    Change vs previous 13F -29 shares

    0.95% of the 13F portfolio, value $1,576,128.

    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 12,576 shares
    Change vs previous 13F -1,351 shares

    0.96% of the 13F portfolio, value $1,493,833.

    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 13,927 shares
    Change vs previous 13F -464 shares

    1.01% of the 13F portfolio, value $1,605,739.

    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 14,391 shares
    Change vs previous 13F -352 shares

    1.01% of the 13F portfolio, value $1,514,393.

    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 14,743 shares
    Change vs previous 13F -8,504 shares

    1.02% of the 13F portfolio, value $1,388,682.

    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 23,247 shares
    Change vs previous 13F -3,790 shares

    1.54% of the 13F portfolio, value $2,274,527.

    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 27,037 shares
    Change vs previous 13F -3,194 shares

    1.79% of the 13F portfolio, value $2,448,212.

    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 30,231 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $2,563,562.

    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).