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Family Asset Management, LLC: UBSI position timeline

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

Family Asset Management, LLC held 19,720 UBSI 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 19,720 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $731,621.

    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 19,720 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $639,725.

    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 19,720 shares
    Change vs previous 13F -20,500 shares

    0.44% of the 13F portfolio, value $705,788.

    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 40,220 shares
    Change vs previous 13F -463 shares

    1.01% of the 13F portfolio, value $1,510,270.

    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 40,683 shares
    Change vs previous 13F -232 shares

    0.83% of the 13F portfolio, value $1,122,451.

    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 40,915 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $1,213,956.

    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 40,915 shares
    Change vs previous 13F -491 shares

    1.05% of the 13F portfolio, value $1,440,217.

    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 41,406 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $1,676,539.

    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).