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Disclosery

Family Asset Management, LLC: XLB position timeline

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

Family Asset Management, LLC held 221 XLB 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 221 shares
    Change vs previous 13F -116 shares

    0.01% of the 13F portfolio, value $21,300.

    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 337 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $29,760.

    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 337 shares
    Change vs previous 13F -24 shares

    0.02% of the 13F portfolio, value $31,304.

    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 361 shares
    Change vs previous 13F -1,094 shares

    0.02% of the 13F portfolio, value $30,880.

    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 1,455 shares
    Change vs previous 13F -23 shares

    0.08% of the 13F portfolio, value $114,290.

    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 1,478 shares
    Change vs previous 13F -5,990 shares

    0.08% of the 13F portfolio, value $122,482.

    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 7,468 shares
    Change vs previous 13F -2,145 shares

    0.44% of the 13F portfolio, value $602,407.

    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 9,613 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $746,739.

    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).