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Institutional & Family Asset Management »

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 2024 Q2 - filed July 5, 2024 - new!
Institutional & Family Asset Management 2024 Q1 - filed May 8, 2024
Institutional & Family Asset Management 2023 Q4 - filed Feb. 6, 2024
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

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