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Disclosery

Family Asset Management, LLC: IWV position timeline

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

Family Asset Management, LLC held 9,094 IWV 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 9,094 shares
    Change vs previous 13F -201 shares

    1.79% of the 13F portfolio, value $2,971,283.

    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 9,295 shares
    Change vs previous 13F 0 shares

    1.85% of the 13F portfolio, value $2,869,088.

    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 9,295 shares
    Change vs previous 13F -34 shares

    1.75% of the 13F portfolio, value $2,789,244.

    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 9,329 shares
    Change vs previous 13F -274 shares

    1.71% of the 13F portfolio, value $2,553,720.

    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 9,603 shares
    Change vs previous 13F -463 shares

    1.74% of the 13F portfolio, value $2,353,311.

    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 10,066 shares
    Change vs previous 13F -190 shares

    1.73% of the 13F portfolio, value $2,561,596.

    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 10,256 shares
    Change vs previous 13F -1,106 shares

    1.76% of the 13F portfolio, value $2,414,471.

    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 11,362 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $2,507,397.

    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).