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Family Asset Management, LLC: LQD position timeline

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

Family Asset Management, LLC held 34,943 LQD 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 34,943 shares
    Change vs previous 13F -1,950 shares

    2.37% of the 13F portfolio, value $3,947,854.

    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 36,893 shares
    Change vs previous 13F +3,937 shares

    2.54% of the 13F portfolio, value $3,951,932.

    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 32,956 shares
    Change vs previous 13F +420 shares

    2.25% of the 13F portfolio, value $3,589,532.

    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 32,536 shares
    Change vs previous 13F +3,685 shares

    2.41% of the 13F portfolio, value $3,600,399.

    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 28,851 shares
    Change vs previous 13F +7,972 shares

    2.17% of the 13F portfolio, value $2,943,409.

    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 20,879 shares
    Change vs previous 13F +979 shares

    1.53% of the 13F portfolio, value $2,257,840.

    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 19,900 shares
    Change vs previous 13F -8,327 shares

    1.59% of the 13F portfolio, value $2,181,257.

    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 28,227 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $2,975,974.

    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).