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Disclosery

Family Asset Management, LLC: IVV position timeline

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

Family Asset Management, LLC held 3,206 IVV 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 3,206 shares
    Change vs previous 13F -172 shares

    1.11% of the 13F portfolio, value $1,849,374.

    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 3,378 shares
    Change vs previous 13F +342 shares

    1.19% of the 13F portfolio, value $1,848,528.

    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 3,036 shares
    Change vs previous 13F -4 shares

    1% of the 13F portfolio, value $1,595,886.

    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 3,040 shares
    Change vs previous 13F +27 shares

    0.97% of the 13F portfolio, value $1,451,786.

    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 3,013 shares
    Change vs previous 13F -1 shares

    0.95% of the 13F portfolio, value $1,293,685.

    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 3,014 shares
    Change vs previous 13F -17 shares

    0.91% of the 13F portfolio, value $1,343,175.

    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 3,031 shares
    Change vs previous 13F -113 shares

    0.91% of the 13F portfolio, value $1,245,803.

    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 3,144 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,207,788.

    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).