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Disclosery

Family Asset Management, LLC: XLY position timeline

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

Family Asset Management, LLC held 10,804 XLY 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 10,804 shares
    Change vs previous 13F -74 shares

    1.3% of the 13F portfolio, value $2,164,738.

    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 10,878 shares
    Change vs previous 13F +320 shares

    1.28% of the 13F portfolio, value $1,984,110.

    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 10,558 shares
    Change vs previous 13F +4,042 shares

    1.22% of the 13F portfolio, value $1,941,483.

    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 6,516 shares
    Change vs previous 13F +792 shares

    0.78% of the 13F portfolio, value $1,165,150.

    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 5,724 shares
    Change vs previous 13F +4,604 shares

    0.68% of the 13F portfolio, value $921,405.

    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 1,120 shares
    Change vs previous 13F -215 shares

    0.13% of the 13F portfolio, value $190,250.

    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 1,335 shares
    Change vs previous 13F +754 shares

    0.15% of the 13F portfolio, value $199,673.

    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 581 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $75,054.

    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).