INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC: MMM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC on MMM, newest first. How the timeline and the estimate are built.
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC held 40,747 MMM shares at 2024-06-30 per its 13F-HR filed 2024-07-05.
the latest 13F is the newest step
- period ended2024-06-3013F 40,747 sharesChange vs previous 13F +632 shares
0.64% of the 13F portfolio, value $4,163,920.
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 40,115 sharesChange vs previous 13F +33,291 shares
0.68% of the 13F portfolio, value $4,254,991.
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 6,824 sharesChange vs previous 13F -28,449 shares
0.12% of the 13F portfolio, value $746,032.
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 35,273 sharesChange vs previous 13F +409 shares
0.54% of the 13F portfolio, value $3,302,223.
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 34,864 sharesChange vs previous 13F +823 shares
0.57% of the 13F portfolio, value $3,489,505.
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 34,041 sharesChange vs previous 13F +14,783 shares
0.59% of the 13F portfolio, value $3,578,082.
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 19,258 sharesChange vs previous 13F -15,049 shares
0.39% of the 13F portfolio, value $2,309,398.
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 34,307 sharesChange vs previous 13F not available
0.68% of the 13F portfolio, value $3,791,000.
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).