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Disclosery

Family Asset Management, LLC: TLT position timeline

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

Family Asset Management, LLC held 3,022 TLT 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 3,022 shares
    Change vs previous 13F -140 shares

    0.18% of the 13F portfolio, value $296,458.

    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 3,162 shares
    Change vs previous 13F -1,979 shares

    0.19% of the 13F portfolio, value $290,211.

    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 5,141 shares
    Change vs previous 13F -846 shares

    0.3% of the 13F portfolio, value $486,434.

    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 5,987 shares
    Change vs previous 13F +4,013 shares

    0.4% of the 13F portfolio, value $591,995.

    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 1,974 shares
    Change vs previous 13F -30 shares

    0.13% of the 13F portfolio, value $175,074.

    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 2,004 shares
    Change vs previous 13F -242 shares

    0.14% of the 13F portfolio, value $206,292.

    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 2,246 shares
    Change vs previous 13F -1,713 shares

    0.17% of the 13F portfolio, value $238,863.

    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 3,959 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $394,128.

    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).