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Disclosery

Family Asset Management, LLC: SCHQ position timeline

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

Family Asset Management, LLC held 25,822 SCHQ 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 25,822 shares
    Change vs previous 13F +11,960 shares

    0.54% of the 13F portfolio, value $903,519.

    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 13,862 shares
    Change vs previous 13F -23,070 shares

    0.29% of the 13F portfolio, value $454,824.

    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 36,932 shares
    Change vs previous 13F -6,930 shares

    0.78% of the 13F portfolio, value $1,245,702.

    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 43,862 shares
    Change vs previous 13F +11,105 shares

    1.03% of the 13F portfolio, value $1,538,662.

    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 32,757 shares
    Change vs previous 13F +2,622 shares

    0.77% of the 13F portfolio, value $1,037,756.

    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 30,135 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,093,604.

    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).