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Disclosery

Family Asset Management, LLC: QUAL position timeline

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

Family Asset Management, LLC held 57,477 QUAL 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 57,477 shares
    Change vs previous 13F +2,854 shares

    6.2% of the 13F portfolio, value $10,305,617.

    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 54,623 shares
    Change vs previous 13F +4,482 shares

    6% of the 13F portfolio, value $9,327,375.

    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 50,141 shares
    Change vs previous 13F +5,367 shares

    5.16% of the 13F portfolio, value $8,240,725.

    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 44,774 shares
    Change vs previous 13F +4,726 shares

    4.41% of the 13F portfolio, value $6,588,096.

    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 40,048 shares
    Change vs previous 13F +398 shares

    3.89% of the 13F portfolio, value $5,277,969.

    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 39,650 shares
    Change vs previous 13F +5,983 shares

    3.61% of the 13F portfolio, value $5,347,640.

    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 33,667 shares
    Change vs previous 13F +15,100 shares

    3.05% of the 13F portfolio, value $4,176,895.

    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 18,567 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $2,115,883.

    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).