Skip to content
Disclosery

Family Asset Management, LLC: MTUM position timeline

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

Family Asset Management, LLC held 2,136 MTUM 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 2,136 shares
    Change vs previous 13F -91 shares

    0.26% of the 13F portfolio, value $433,095.

    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 2,227 shares
    Change vs previous 13F -48 shares

    0.28% of the 13F portfolio, value $433,975.

    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 2,275 shares
    Change vs previous 13F -54 shares

    0.27% of the 13F portfolio, value $426,221.

    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 2,329 shares
    Change vs previous 13F -2,388 shares

    0.24% of the 13F portfolio, value $365,397.

    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 4,717 shares
    Change vs previous 13F -2,282 shares

    0.49% of the 13F portfolio, value $658,965.

    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 6,999 shares
    Change vs previous 13F -5,663 shares

    0.68% of the 13F portfolio, value $1,009,606.

    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 12,662 shares
    Change vs previous 13F +12,646 shares

    1.29% of the 13F portfolio, value $1,760,536.

    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 16 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,335.

    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).