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Family Manage LLC: VLUE position timeline

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

Family Manage LLC held 4,630 VLUE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,630 shares
    Change vs previous 13F -29,551 shares

    0.1% of the 13F portfolio, value $925,120.

    13F-HR 0001398344-26-014630 filed by Family Manage LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 34,181 shares
    Change vs previous 13F -1,496 shares

    0.58% of the 13F portfolio, value $4,860,196.

    13F-HR 0001398344-26-009312 filed by Family Manage LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 35,677 shares
    Change vs previous 13F +5,383 shares

    0.62% of the 13F portfolio, value $4,878,116.

    13F-HR 0001398344-26-003235 filed by Family Manage LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 30,294 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $3,788,265.

    13F-HR 0001398344-25-020877 filed by Family Manage LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 30,294 shares
    Change vs previous 13F -2,016 shares

    0.52% of the 13F portfolio, value $3,429,584.

    13F-HR 0001398344-25-015679 filed by Family Manage LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 32,310 shares
    Change vs previous 13F -817 shares

    0.57% of the 13F portfolio, value $3,445,862.

    13F-HR 0001398344-25-009654 filed by Family Manage LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 33,127 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $3,498,542.

    13F-HR 0001398344-25-002872 filed by Family Manage LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).