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Disclosery

Family Asset Management, LLC: IWM position timeline

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

Family Asset Management, LLC held 133 IWM 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 133 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $29,378.

    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 133 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $26,984.

    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 133 shares
    Change vs previous 13F +118 shares

    0.02% of the 13F portfolio, value $27,970.

    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 15 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,011.

    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).