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Disclosery

Family Asset Management, LLC: XLF position timeline

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

Family Asset Management, LLC held 70,170 XLF 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 70,170 shares
    Change vs previous 13F +51,063 shares

    1.91% of the 13F portfolio, value $3,180,106.

    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 19,107 shares
    Change vs previous 13F +11,502 shares

    0.51% of the 13F portfolio, value $785,477.

    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 7,605 shares
    Change vs previous 13F +190 shares

    0.2% of the 13F portfolio, value $320,318.

    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 7,415 shares
    Change vs previous 13F +1,471 shares

    0.19% of the 13F portfolio, value $278,821.

    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 5,944 shares
    Change vs previous 13F -1,054 shares

    0.15% of the 13F portfolio, value $197,169.

    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 6,998 shares
    Change vs previous 13F -963 shares

    0.16% of the 13F portfolio, value $235,904.

    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 7,961 shares
    Change vs previous 13F -207 shares

    0.19% of the 13F portfolio, value $255,941.

    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 8,168 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $279,336.

    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).