INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC: VRTX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC on VRTX, newest first. How the timeline and the estimate are built.
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC held 330 VRTX shares at 2024-06-30 per its 13F-HR filed 2024-07-05.
the latest 13F is the newest step
- period ended2024-06-3013F 330 sharesChange vs previous 13F -44 shares
0.02% of the 13F portfolio, value $154,678.
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 374 sharesChange vs previous 13F -39 shares
0.02% of the 13F portfolio, value $156,336.
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 413 sharesChange vs previous 13F -22 shares
0.03% of the 13F portfolio, value $168,046.
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 435 sharesChange vs previous 13F -20 shares
0.02% of the 13F portfolio, value $151,267.
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 455 sharesChange vs previous 13F -14 shares
0.03% of the 13F portfolio, value $160,119.
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 469 sharesChange vs previous 13F -21 shares
0.02% of the 13F portfolio, value $147,768.
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 490 sharesChange vs previous 13F -14 shares
0.02% of the 13F portfolio, value $141,502.
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 504 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $146,000.
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).