INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC: RLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC on RLY, newest first. How the timeline and the estimate are built.
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC held 29,196 RLY shares at 2024-06-30 per its 13F-HR filed 2024-07-05.
the latest 13F is the newest step
- period ended2024-06-3013F 29,196 sharesChange vs previous 13F -244 shares
0.12% of the 13F portfolio, value $806,692.
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 29,440 sharesChange vs previous 13F +1,751 shares
0.13% of the 13F portfolio, value $822,846.
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 27,689 sharesChange vs previous 13F +335 shares
0.12% of the 13F portfolio, value $753,686.
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 27,354 sharesChange vs previous 13F +215 shares
0.12% of the 13F portfolio, value $737,456.
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 27,139 sharesChange vs previous 13F +29 shares
0.12% of the 13F portfolio, value $722,722.
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 27,110 sharesChange vs previous 13F +1,307 shares
0.12% of the 13F portfolio, value $747,705.
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 25,803 sharesChange vs previous 13F -189 shares
0.12% of the 13F portfolio, value $710,614.
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 25,992 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $674,000.
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).