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Disclosery

Family Asset Management, LLC: IYE position timeline

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

Family Asset Management, LLC held 3,270 IYE 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 3,270 shares
    Change vs previous 13F -208 shares

    0.09% of the 13F portfolio, value $151,532.

    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 3,478 shares
    Change vs previous 13F -369 shares

    0.11% of the 13F portfolio, value $166,944.

    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 3,847 shares
    Change vs previous 13F -161 shares

    0.12% of the 13F portfolio, value $190,042.

    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 4,008 shares
    Change vs previous 13F -1,046 shares

    0.12% of the 13F portfolio, value $176,833.

    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 5,054 shares
    Change vs previous 13F -2,440 shares

    0.18% of the 13F portfolio, value $239,711.

    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 7,494 shares
    Change vs previous 13F -5,039 shares

    0.22% of the 13F portfolio, value $321,043.

    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 12,533 shares
    Change vs previous 13F +7,729 shares

    0.4% of the 13F portfolio, value $548,319.

    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 4,804 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $223,338.

    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).