Current Market Value 654,356,788
Current Holdings 748
Most Recent File Date 2024-07-05
Total Filings on Record 37
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Institutional & Family Asset Management, Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

Add This Fund
to your dashboard

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2024-07-05 2024-06-30 13F-HR 748 654,357
2024-05-08 2024-03-31 13F-HR 735 627,336
2024-02-06 2023-12-31 13F-HR 712 608,021
2023-11-13 2023-09-30 13F-HR 713 611,333
2023-08-09 2023-06-30 13F-HR 754 614,858
2023-05-09 2023-03-31 13F-HR 729 606,930
2023-02-08 2022-12-31 13F-HR 719 602,320
2022-11-07 2022-09-30 13F-HR 762 563,914
2022-08-08 2022-06-30 13F-HR 772 580,302
2022-05-11 2022-03-31 13F-HR 802 638,798
2022-02-14 2021-12-31 13F-HR 813 642,049
2021-11-10 2021-09-30 13F-HR 931 625,067
2021-08-10 2021-06-30 13F-HR 950 606,597
2021-05-06 2021-03-31 13F-HR 936 516,571
2021-02-03 2020-12-31 13F-HR 877 476,260
2020-10-30 2020-09-30 13F-HR 861 429,705
2020-08-14 2020-06-30 13F-HR 857 482,795
2020-05-14 2020-03-31 13F-HR 843 434,006
2020-02-14 2019-12-31 13F-HR 872 473,458
2019-11-14 2019-09-30 13F-HR 850 455,565
2019-08-14 2019-06-30 13F-HR 856 462,706
2019-05-13 2019-03-31 13F-HR 849 475,139
2019-02-14 2018-12-31 13F-HR 841 445,988
2018-11-13 2018-09-30 13F-HR 852 505,811
2018-08-13 2018-06-30 13F-HR 848 480,216
2018-05-14 2018-03-31 13F-HR 855 472,689
2018-02-14 2017-12-31 13F-HR 169 522,271
2017-11-22 2017-09-30 13F-HR/A 1 R 176 497,724
2017-11-14 2017-09-30 13F-HR 176 497,724
2017-08-14 2017-06-30 13F-HR 127 408,495
2017-05-15 2017-03-31 13F-HR 124 321,309
2017-02-09 2016-12-31 13F-HR 124 317,217
2016-11-09 2016-09-30 13F-HR 116 300,653
2016-11-09 2016-06-30 13F-HR/A 1 R 117 287,461
2016-08-05 2016-06-30 13F-HR 117 287,461
2016-05-11 2016-03-31 13F-HR 124 267,440
2016-05-11 2015-12-31 13F-HR 123 267,502