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Disclosery

Family Asset Management, LLC: VYM position timeline

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

Family Asset Management, LLC held 8,402 VYM 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 8,402 shares
    Change vs previous 13F +1,751 shares

    0.65% of the 13F portfolio, value $1,077,136.

    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 6,651 shares
    Change vs previous 13F +996 shares

    0.51% of the 13F portfolio, value $788,809.

    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 5,655 shares
    Change vs previous 13F -1,808 shares

    0.43% of the 13F portfolio, value $684,198.

    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 7,463 shares
    Change vs previous 13F -3,806 shares

    0.56% of the 13F portfolio, value $833,095.

    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 11,269 shares
    Change vs previous 13F +7,183 shares

    0.86% of the 13F portfolio, value $1,164,313.

    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 4,086 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $433,402.

    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).