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Disclosery

Family Asset Management, LLC: USMV position timeline

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

Family Asset Management, LLC held 63 USMV 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 63 shares
    Change vs previous 13F -25 shares

    <0.01% of the 13F portfolio, value $5,753.

    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 88 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $7,388.

    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 88 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $7,355.

    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 88 shares
    Change vs previous 13F -36 shares

    <0.01% of the 13F portfolio, value $6,867.

    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 124 shares
    Change vs previous 13F -2,129 shares

    0.01% of the 13F portfolio, value $8,975.

    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 2,253 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $167,465.

    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 2,253 shares
    Change vs previous 13F -4,845 shares

    0.12% of the 13F portfolio, value $163,883.

    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 7,098 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $511,766.

    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).