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INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC: SBUX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC on SBUX, newest first. How the timeline and the estimate are built.

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC held 11,280 SBUX shares at 2024-06-30 per its 13F-HR filed 2024-07-05.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 11,280 shares
    Change vs previous 13F -44,399 shares

    0.13% of the 13F portfolio, value $878,136.

    13F-HR 0001104659-24-078011 filed by INSTITUTIONAL & 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 ended2024-03-31
    13F 55,679 shares
    Change vs previous 13F +3,716 shares

    0.81% of the 13F portfolio, value $5,088,477.

    13F-HR 0001104659-24-058497 filed by INSTITUTIONAL & 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 ended2023-12-31
    13F 51,963 shares
    Change vs previous 13F -4,082 shares

    0.82% of the 13F portfolio, value $4,988,984.

    13F-HR 0001104659-24-010973 filed by INSTITUTIONAL & 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 ended2023-09-30
    13F 56,045 shares
    Change vs previous 13F +251 shares

    0.84% of the 13F portfolio, value $5,115,203.

    13F-HR 0001104659-23-117013 filed by INSTITUTIONAL & 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 ended2023-06-30
    13F 55,794 shares
    Change vs previous 13F -1,264 shares

    0.9% of the 13F portfolio, value $5,526,910.

    13F-HR 0001104659-23-089103 filed by INSTITUTIONAL & 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 ended2023-03-31
    13F 57,058 shares
    Change vs previous 13F +391 shares

    0.98% of the 13F portfolio, value $5,941,424.

    13F-HR 0001104659-23-057328 filed by INSTITUTIONAL & 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 ended2022-12-31
    13F 56,667 shares
    Change vs previous 13F -6,470 shares

    0.94% of the 13F portfolio, value $5,621,399.

    13F-HR 0001104659-23-014516 filed by INSTITUTIONAL & 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 ended2022-09-30
    13F 63,137 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $5,320,000.

    13F-HR 0001104659-22-115173 filed by INSTITUTIONAL & 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).