INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC: HPQ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC on HPQ, newest first. How the timeline and the estimate are built.
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC held 767 HPQ shares at 2024-06-30 per its 13F-HR filed 2024-07-05.
the latest 13F is the newest step
- period ended2024-06-3013F 767 sharesChange vs previous 13F +7 shares
<0.01% of the 13F portfolio, value $26,873.
13F-HR 0001104659-24-078011 filed by INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 760 sharesChange vs previous 13F +6 shares
<0.01% of the 13F portfolio, value $22,981.
13F-HR 0001104659-24-058497 filed by INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 754 sharesChange vs previous 13F +8 shares
<0.01% of the 13F portfolio, value $22,675.
13F-HR 0001104659-24-010973 filed by INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 746 sharesChange vs previous 13F +6 shares
<0.01% of the 13F portfolio, value $19,171.
13F-HR 0001104659-23-117013 filed by INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 740 sharesChange vs previous 13F +7 shares
<0.01% of the 13F portfolio, value $22,714.
13F-HR 0001104659-23-089103 filed by INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 733 sharesChange vs previous 13F +7 shares
<0.01% of the 13F portfolio, value $21,518.
13F-HR 0001104659-23-057328 filed by INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 726 sharesChange vs previous 13F -1,249 shares
<0.01% of the 13F portfolio, value $19,508.
13F-HR 0001104659-23-014516 filed by INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-09-3013F 1,975 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $49,000.
13F-HR 0001104659-22-115173 filed by INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).