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Disclosery

Family Asset Management, LLC: SHV position timeline

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

Family Asset Management, LLC held 0 SHV 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 0 shares
    Change vs previous 13F -17 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-06-30
    13F 17 shares
    Change vs previous 13F -33 shares

    <0.01% of the 13F portfolio, value $1,879.

    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 shares
    Change vs previous 13F -39 shares

    <0.01% of the 13F portfolio, value $5,527.

    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 89 shares
    Change vs previous 13F -1,332 shares

    0.01% of the 13F portfolio, value $9,802.

    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 1,421 shares
    Change vs previous 13F -106 shares

    0.12% of the 13F portfolio, value $156,978.

    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 1,527 shares
    Change vs previous 13F -903 shares

    0.11% of the 13F portfolio, value $168,657.

    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 2,430 shares
    Change vs previous 13F -9,472 shares

    0.2% of the 13F portfolio, value $268,515.

    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 11,902 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,308,268.

    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).