Institutional & Family Asset Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Institutional & Family Asset Management going back to May 11, 2016
- Institutional & Family Asset Management 2023 Q4 - filed Feb. 6, 2024 - new!
- Institutional & Family Asset Management 2023 Q3 - filed Nov. 13, 2023
- Institutional & Family Asset Management 2023 Q2 - filed Aug. 9, 2023
- Institutional & Family Asset Management 2023 Q1 - filed May 9, 2023
- Institutional & Family Asset Management 2022 Q4 - filed Feb. 8, 2023
- Institutional & Family Asset Management 2022 Q3 - filed Nov. 7, 2022
- Institutional & Family Asset Management 2022 Q2 - filed Aug. 8, 2022
- Institutional & Family Asset Management 2022 Q1 - filed May 11, 2022
- Institutional & Family Asset Management 2021 Q4 - filed Feb. 14, 2022
- Institutional & Family Asset Management 2021 Q3 - filed Nov. 10, 2021
- Institutional & Family Asset Management 2021 Q2 - filed Aug. 10, 2021
- Institutional & Family Asset Management 2021 Q1 - filed May 6, 2021
- Institutional & Family Asset Management 2020 Q4 - filed Feb. 3, 2021
- Institutional & Family Asset Management 2020 Q3 - filed Oct. 30, 2020
- Institutional & Family Asset Management 2020 Q2 - filed Aug. 14, 2020
- Institutional & Family Asset Management 2020 Q1 - filed May 14, 2020
- Institutional & Family Asset Management 2019 Q4 - filed Feb. 14, 2020
- Institutional & Family Asset Management 2019 Q3 - filed Nov. 14, 2019
- Institutional & Family Asset Management 2019 Q2 - filed Aug. 14, 2019
- Institutional & Family Asset Management 2019 Q1 - filed May 13, 2019
- Institutional & Family Asset Management 2018 Q4 - filed Feb. 14, 2019
- Institutional & Family Asset Management 2018 Q3 - filed Nov. 13, 2018
- Institutional & Family Asset Management 2018 Q2 - filed Aug. 13, 2018
- Institutional & Family Asset Management 2018 Q1 - filed May 14, 2018
- Institutional & Family Asset Management 2017 Q4 - filed Feb. 14, 2018
- Institutional & Family Asset Management 2017 Q3 restated - filed Nov. 22, 2017
- Institutional & Family Asset Management 2017 Q3 - filed Nov. 14, 2017
- Institutional & Family Asset Management 2017 Q2 - filed Aug. 14, 2017
- Institutional & Family Asset Management 2017 Q1 - filed May 15, 2017
- Institutional & Family Asset Management 2016 Q4 - filed Feb. 9, 2017
- Institutional & Family Asset Management 2016 Q2 restated - filed Nov. 9, 2016
- Institutional & Family Asset Management 2016 Q3 - filed Nov. 9, 2016
- Institutional & Family Asset Management 2016 Q2 - filed Aug. 5, 2016
- Institutional & Family Asset Management 2016 Q1 - filed May 11, 2016
- Institutional & Family Asset Management 2015 Q4 - filed May 11, 2016