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Disclosery

Family Asset Management, LLC: XLE position timeline

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

Family Asset Management, LLC held 26,804 XLE 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 26,804 shares
    Change vs previous 13F -1,502 shares

    1.42% of the 13F portfolio, value $2,353,423.

    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 28,306 shares
    Change vs previous 13F +9,778 shares

    1.66% of the 13F portfolio, value $2,580,048.

    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 18,528 shares
    Change vs previous 13F -4,386 shares

    1.1% of the 13F portfolio, value $1,749,206.

    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 22,914 shares
    Change vs previous 13F +6,610 shares

    1.29% of the 13F portfolio, value $1,921,137.

    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 16,304 shares
    Change vs previous 13F +657 shares

    1.09% of the 13F portfolio, value $1,473,750.

    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 15,647 shares
    Change vs previous 13F -3,643 shares

    0.86% of the 13F portfolio, value $1,270,057.

    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 19,290 shares
    Change vs previous 13F +1,568 shares

    1.17% of the 13F portfolio, value $1,597,822.

    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 17,722 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $1,550,130.

    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).