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Disclosery

Family Asset Management, LLC: MBB position timeline

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

Family Asset Management, LLC held 39,823 MBB 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 39,823 shares
    Change vs previous 13F +18,398 shares

    2.3% of the 13F portfolio, value $3,815,413.

    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 21,425 shares
    Change vs previous 13F -1,826 shares

    1.27% of the 13F portfolio, value $1,967,016.

    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 23,251 shares
    Change vs previous 13F -3,841 shares

    1.35% of the 13F portfolio, value $2,148,840.

    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 27,092 shares
    Change vs previous 13F +3,901 shares

    1.71% of the 13F portfolio, value $2,548,823.

    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 23,191 shares
    Change vs previous 13F -6,190 shares

    1.52% of the 13F portfolio, value $2,059,359.

    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 29,381 shares
    Change vs previous 13F +4,918 shares

    1.85% of the 13F portfolio, value $2,740,255.

    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 24,463 shares
    Change vs previous 13F +17,240 shares

    1.69% of the 13F portfolio, value $2,317,386.

    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 7,223 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $669,969.

    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).