Skip to content
Disclosery

Family Asset Management, LLC: XLI position timeline

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

Family Asset Management, LLC held 11,531 XLI 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 11,531 shares
    Change vs previous 13F -2,021 shares

    0.94% of the 13F portfolio, value $1,561,724.

    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 13,552 shares
    Change vs previous 13F +3,355 shares

    1.06% of the 13F portfolio, value $1,651,557.

    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 10,197 shares
    Change vs previous 13F +3,355 shares

    0.8% of the 13F portfolio, value $1,284,418.

    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 6,842 shares
    Change vs previous 13F -1,646 shares

    0.52% of the 13F portfolio, value $779,914.

    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 8,488 shares
    Change vs previous 13F +554 shares

    0.63% of the 13F portfolio, value $860,551.

    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 7,934 shares
    Change vs previous 13F +5,167 shares

    0.58% of the 13F portfolio, value $851,449.

    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 2,767 shares
    Change vs previous 13F +336 shares

    0.2% of the 13F portfolio, value $280,008.

    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 2,431 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $238,771.

    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).