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Disclosery

Family Asset Management, LLC: SDY position timeline

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

Family Asset Management, LLC held 8,795 SDY 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 8,795 shares
    Change vs previous 13F -28 shares

    0.75% of the 13F portfolio, value $1,249,242.

    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 8,823 shares
    Change vs previous 13F -13 shares

    0.72% of the 13F portfolio, value $1,122,127.

    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 8,836 shares
    Change vs previous 13F -2,186 shares

    0.73% of the 13F portfolio, value $1,159,655.

    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 11,022 shares
    Change vs previous 13F +10,592 shares

    0.92% of the 13F portfolio, value $1,377,437.

    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 430 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $49,470.

    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 430 shares
    Change vs previous 13F +48 shares

    0.04% of the 13F portfolio, value $52,726.

    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 382 shares
    Change vs previous 13F +353 shares

    0.03% of the 13F portfolio, value $47,274.

    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 29 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,646.

    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).