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Disclosery

Family Asset Management, LLC: IVE position timeline

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

Family Asset Management, LLC held 18,481 IVE 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 18,481 shares
    Change vs previous 13F -337 shares

    2.19% of the 13F portfolio, value $3,643,899.

    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 18,818 shares
    Change vs previous 13F -688 shares

    2.2% of the 13F portfolio, value $3,425,064.

    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 19,506 shares
    Change vs previous 13F -376 shares

    2.28% of the 13F portfolio, value $3,643,916.

    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 19,882 shares
    Change vs previous 13F -984 shares

    2.31% of the 13F portfolio, value $3,457,281.

    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 20,866 shares
    Change vs previous 13F -547 shares

    2.37% of the 13F portfolio, value $3,210,025.

    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 21,413 shares
    Change vs previous 13F +192 shares

    2.33% of the 13F portfolio, value $3,451,561.

    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 21,221 shares
    Change vs previous 13F -1,458 shares

    2.35% of the 13F portfolio, value $3,220,499.

    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 22,679 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $3,290,043.

    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).