INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Fort Collins, CO
CIK
0001673815
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 755 614,858 13F-HR 8/9/2023 000110465923089103 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q1 2023 730 606,930 13F-HR 5/8/2023 000110465923057328 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q4 2022 720 602,320 13F-HR 2/8/2023 000110465923014516 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q3 2022 763 563,914 13F-HR 11/7/2022 000110465922115173 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q2 2022 773 580,302 13F-HR 8/8/2022 000110465922087009 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q1 2022 803 638,798 13F-HR 5/11/2022 000110465922058601 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q4 2021 814 642,049 13F-HR 2/14/2022 000110465922020830 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q3 2021 931 625,067 13F-HR 11/10/2021 000110465921136936 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q2 2021 950 606,597 13F-HR 8/10/2021 000110465921102692 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q1 2021 936 516,571 13F-HR 5/6/2021 000110465921062110 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q4 2020 877 476,260 13F-HR 2/3/2021 000110465921011362 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q3 2020 862 429,705 13F-HR 10/30/2020 000110465920119978 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q2 2020 858 482,795 13F-HR 8/14/2020 000110465920095468 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q1 2020 843 434,006 13F-HR 5/14/2020 000110465920061482 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q4 2019 872 473,458 13F-HR 2/14/2020 000110465920021144 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q3 2019 850 455,565 13F-HR 11/14/2019 000110465919063829 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q2 2019 856 462,706 13F-HR 8/14/2019 000114420419039888 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q1 2019 849 475,139 13F-HR 5/13/2019 000114420419025568 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q4 2018 841 445,988 13F-HR 2/14/2019 000114420419007636 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q3 2018 852 505,811 13F-HR 11/13/2018 000114420418059221 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q2 2018 848 480,216 13F-HR 8/13/2018 000114420418043932 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q1 2018 855 472,689 13F-HR 5/14/2018 000114420418027963 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q4 2017 169 522,271 13F-HR 2/14/2018 000114420418008435 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q3 2017 176 497,724 RESTATEMENT 11/22/2017 000157104917008590 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q3 2017 176 497,724 13F-HR 11/14/2017 000114420417059099 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q2 2017 127 408,495 13F-HR 8/14/2017 000114420417042649 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q1 2017 124 321,309 13F-HR 5/15/2017 000114420417027270 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q4 2016 124 317,217 13F-HR 2/9/2017 000114420417006801 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q3 2016 116 300,653 13F-HR 11/9/2016 000114420416132709 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q2 2016 117 287,461 RESTATEMENT 11/9/2016 000114420416132707 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q2 2016 117 287,461 13F-HR 8/5/2016 000114420416116866 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q1 2016 124 267,440 13F-HR 5/11/2016 000114420416100789 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q4 2015 123 267,502 13F-HR 5/11/2016 000114420416100786 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC