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Disclosery

Family Asset Management, LLC: SPGP position timeline

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

Family Asset Management, LLC held 14,735 SPGP 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 14,735 shares
    Change vs previous 13F -33,084 shares

    0.93% of the 13F portfolio, value $1,542,290.

    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 47,819 shares
    Change vs previous 13F -6,614 shares

    3.16% of the 13F portfolio, value $4,914,863.

    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 54,433 shares
    Change vs previous 13F +1,817 shares

    3.63% of the 13F portfolio, value $5,796,536.

    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 52,616 shares
    Change vs previous 13F +4,199 shares

    3.45% of the 13F portfolio, value $5,158,459.

    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 48,417 shares
    Change vs previous 13F +11,170 shares

    3.26% of the 13F portfolio, value $4,417,547.

    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 37,247 shares
    Change vs previous 13F +10,016 shares

    2.28% of the 13F portfolio, value $3,381,259.

    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 27,231 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $2,322,788.

    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).