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Disclosery

Family Asset Management, LLC: USIG position timeline

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

Family Asset Management, LLC held 22,481 USIG 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 22,481 shares
    Change vs previous 13F -313 shares

    0.71% of the 13F portfolio, value $1,182,051.

    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 22,794 shares
    Change vs previous 13F -1,285 shares

    0.74% of the 13F portfolio, value $1,144,487.

    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 24,079 shares
    Change vs previous 13F -2,235 shares

    0.77% of the 13F portfolio, value $1,222,491.

    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 26,314 shares
    Change vs previous 13F +13,062 shares

    0.9% of the 13F portfolio, value $1,348,856.

    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 13,252 shares
    Change vs previous 13F +7,171 shares

    0.47% of the 13F portfolio, value $637,024.

    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 6,081 shares
    Change vs previous 13F -1,990 shares

    0.21% of the 13F portfolio, value $304,597.

    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 8,071 shares
    Change vs previous 13F -73 shares

    0.3% of the 13F portfolio, value $408,877.

    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 8,144 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $399,952.

    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).