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Disclosery

Family Asset Management, LLC: URTH position timeline

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

Family Asset Management, LLC held 12,922 URTH 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 12,922 shares
    Change vs previous 13F -177 shares

    1.22% of the 13F portfolio, value $2,027,591.

    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 13,099 shares
    Change vs previous 13F +2,436 shares

    1.24% of the 13F portfolio, value $1,931,972.

    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 10,663 shares
    Change vs previous 13F -85 shares

    0.97% of the 13F portfolio, value $1,545,175.

    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 10,748 shares
    Change vs previous 13F -346 shares

    0.96% of the 13F portfolio, value $1,429,699.

    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 11,094 shares
    Change vs previous 13F +521 shares

    0.98% of the 13F portfolio, value $1,333,166.

    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 10,573 shares
    Change vs previous 13F -783 shares

    0.89% of the 13F portfolio, value $1,316,550.

    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 11,356 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,336,261.

    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).