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Disclosery

Family Asset Management, LLC: MSFT position timeline

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

Family Asset Management, LLC held 5,288 MSFT 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 5,288 shares
    Change vs previous 13F -1 shares

    1.37% of the 13F portfolio, value $2,275,448.

    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 5,289 shares
    Change vs previous 13F +94 shares

    1.52% of the 13F portfolio, value $2,363,941.

    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 5,195 shares
    Change vs previous 13F +31 shares

    1.37% of the 13F portfolio, value $2,185,662.

    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 5,164 shares
    Change vs previous 13F +95 shares

    1.3% of the 13F portfolio, value $1,941,890.

    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 5,069 shares
    Change vs previous 13F -21 shares

    1.18% of the 13F portfolio, value $1,600,570.

    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 5,090 shares
    Change vs previous 13F +1,171 shares

    1.17% of the 13F portfolio, value $1,733,384.

    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 3,919 shares
    Change vs previous 13F +19 shares

    0.83% of the 13F portfolio, value $1,129,878.

    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 3,900 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $935,310.

    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).