Skip to content
Disclosery

Family Asset Management, LLC: IYM position timeline

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

Family Asset Management, LLC held 1,579 IYM 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 1,579 shares
    Change vs previous 13F -67 shares

    0.14% of the 13F portfolio, value $237,095.

    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 1,646 shares
    Change vs previous 13F -163 shares

    0.15% of the 13F portfolio, value $230,456.

    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 1,809 shares
    Change vs previous 13F -107 shares

    0.17% of the 13F portfolio, value $267,244.

    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 1,916 shares
    Change vs previous 13F -1,470 shares

    0.18% of the 13F portfolio, value $264,715.

    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 3,386 shares
    Change vs previous 13F -224 shares

    0.32% of the 13F portfolio, value $427,720.

    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 3,610 shares
    Change vs previous 13F -1,672 shares

    0.32% of the 13F portfolio, value $480,311.

    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 5,282 shares
    Change vs previous 13F +3,765 shares

    0.51% of the 13F portfolio, value $700,023.

    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 1,517 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $189,276.

    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).