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Disclosery

Family Asset Management, LLC: SCHR position timeline

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

Family Asset Management, LLC held 1,381 SCHR 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 1,381 shares
    Change vs previous 13F -1,556 shares

    0.04% of the 13F portfolio, value $69,879.

    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 2,937 shares
    Change vs previous 13F +621 shares

    0.09% of the 13F portfolio, value $143,237.

    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 2,316 shares
    Change vs previous 13F -847 shares

    0.07% of the 13F portfolio, value $113,600.

    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 3,163 shares
    Change vs previous 13F +2,387 shares

    0.11% of the 13F portfolio, value $157,264.

    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 776 shares
    Change vs previous 13F -508 shares

    0.03% of the 13F portfolio, value $37,201.

    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 1,284 shares
    Change vs previous 13F -632 shares

    0.04% of the 13F portfolio, value $63,276.

    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 1,916 shares
    Change vs previous 13F -4,065 shares

    0.07% of the 13F portfolio, value $96,624.

    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 5,981 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $294,468.

    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).