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Disclosery

Family Asset Management, LLC: SPY position timeline

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

Family Asset Management, LLC held 3,318 SPY 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 3,318 shares
    Change vs previous 13F 0 shares

    1.14% of the 13F portfolio, value $1,903,495.

    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 3,318 shares
    Change vs previous 13F +1 shares

    1.16% of the 13F portfolio, value $1,805,455.

    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 3,317 shares
    Change vs previous 13F -12 shares

    1.09% of the 13F portfolio, value $1,735,131.

    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 3,329 shares
    Change vs previous 13F -20 shares

    1.06% of the 13F portfolio, value $1,582,405.

    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 3,349 shares
    Change vs previous 13F -7 shares

    1.06% of the 13F portfolio, value $1,431,719.

    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 3,356 shares
    Change vs previous 13F +26 shares

    1% of the 13F portfolio, value $1,487,739.

    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 3,330 shares
    Change vs previous 13F -35 shares

    1% of the 13F portfolio, value $1,363,353.

    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 3,365 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,286,956.

    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).