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Disclosery

Family Asset Management, LLC: XLV position timeline

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

Family Asset Management, LLC held 11,789 XLV 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 11,789 shares
    Change vs previous 13F +1,731 shares

    1.09% of the 13F portfolio, value $1,815,741.

    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 10,058 shares
    Change vs previous 13F +18 shares

    0.94% of the 13F portfolio, value $1,465,919.

    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 10,040 shares
    Change vs previous 13F +4,284 shares

    0.93% of the 13F portfolio, value $1,483,161.

    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 5,756 shares
    Change vs previous 13F -165 shares

    0.53% of the 13F portfolio, value $785,025.

    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 5,921 shares
    Change vs previous 13F +2,081 shares

    0.56% of the 13F portfolio, value $762,274.

    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 3,840 shares
    Change vs previous 13F -160 shares

    0.34% of the 13F portfolio, value $509,683.

    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 4,000 shares
    Change vs previous 13F -2,685 shares

    0.38% of the 13F portfolio, value $517,790.

    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 6,685 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $908,151.

    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).