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Disclosery

Family Asset Management, LLC: IVW position timeline

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

Family Asset Management, LLC held 72,498 IVW 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 72,498 shares
    Change vs previous 13F -1,080 shares

    4.18% of the 13F portfolio, value $6,941,662.

    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 73,578 shares
    Change vs previous 13F -1,652 shares

    4.38% of the 13F portfolio, value $6,808,887.

    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 75,230 shares
    Change vs previous 13F -580 shares

    3.98% of the 13F portfolio, value $6,352,402.

    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 75,810 shares
    Change vs previous 13F -1,249 shares

    3.81% of the 13F portfolio, value $5,693,314.

    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 77,059 shares
    Change vs previous 13F -1,579 shares

    3.89% of the 13F portfolio, value $5,272,361.

    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 78,638 shares
    Change vs previous 13F -66 shares

    3.74% of the 13F portfolio, value $5,542,390.

    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 78,704 shares
    Change vs previous 13F -5,901 shares

    3.67% of the 13F portfolio, value $5,028,384.

    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 84,605 shares
    Change vs previous 13F not available

    4.11% of the 13F portfolio, value $4,949,374.

    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).