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Disclosery

Family Asset Management, LLC: IUSB position timeline

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

Family Asset Management, LLC held 1,151 IUSB 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 1,151 shares
    Change vs previous 13F +267 shares

    0.03% of the 13F portfolio, value $54,235.

    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 884 shares
    Change vs previous 13F +23 shares

    0.03% of the 13F portfolio, value $39,974.

    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 861 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $39,253.

    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 861 shares
    Change vs previous 13F +816 shares

    0.03% of the 13F portfolio, value $39,666.

    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 45 shares
    Change vs previous 13F -600 shares

    <0.01% of the 13F portfolio, value $1,967.

    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 645 shares
    Change vs previous 13F -66 shares

    0.02% of the 13F portfolio, value $29,328.

    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 711 shares
    Change vs previous 13F +116 shares

    0.02% of the 13F portfolio, value $32,813.

    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 595 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $26,733.

    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).