Current Market Value 668,446,012
Current Holdings 230
Most Recent File Date 2025-08-14
Total Filings on Record 50
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Family Management Corp . 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.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-14 2025-06-30 13F-HR 230 668,446
2025-05-15 2025-03-31 13F-HR 220 611,891
2025-02-14 2024-12-31 13F-HR 199 622,498
2024-11-14 2024-09-30 13F-HR 190 605,767
2024-08-14 2024-06-30 13F-HR 177 569,271
2024-05-15 2024-03-31 13F-HR 179 543,291
2024-02-14 2023-12-31 13F-HR 165 481,739
2023-11-14 2023-09-30 13F-HR 157 440,351
2023-08-14 2023-06-30 13F-HR 162 456,767
2023-05-15 2023-03-31 13F-HR 151 434,374
2023-02-14 2022-12-31 13F-HR 173 410,302
2022-11-14 2022-09-30 13F-HR 156 388,710
2022-08-15 2022-06-30 13F-HR 175 371,420
2022-05-16 2022-03-31 13F-HR 167 360,780
2022-02-14 2021-12-31 13F-HR 181 384,908
2021-11-15 2021-09-30 13F-HR 174 362,391
2021-08-13 2021-06-30 13F-HR 198 377,727
2021-05-14 2021-03-31 13F-HR 163 318,268
2021-02-10 2020-12-31 13F-HR 172 291,854
2020-11-13 2020-09-30 13F-HR 123 227,953
2020-08-13 2020-06-30 13F-HR 158 245,710
2020-05-06 2020-03-31 13F-HR 154 200,180
2020-02-11 2019-12-31 13F-HR 186 289,859
2019-11-15 2019-09-30 13F-HR/A 1 R 186 268,390
2019-11-12 2019-09-30 13F-HR 166 239,022
2019-08-14 2019-06-30 13F-HR 178 254,807
2019-05-14 2019-03-31 13F-HR 132 231,943
2019-02-14 2018-12-31 13F-HR 125 238,697
2018-11-13 2018-09-30 13F-HR 71 171,226
2018-08-15 2018-06-30 13F-HR 76 161,309
2018-05-11 2018-03-31 13F-HR 64 132,990
2018-02-15 2017-12-31 13F-HR 59 143,204
2017-11-13 2017-09-30 13F-HR 67 146,005
2017-08-18 2017-06-30 13F-HR 70 145,432
2017-05-15 2017-03-31 13F-HR 70 145,277
2017-02-10 2016-12-31 13F-HR 68 146,133
2016-11-30 2016-09-30 13F-HR 77 176,880
2016-08-16 2016-06-30 13F-HR 80 176,692
2016-05-16 2016-03-31 13F-HR 72 154,204
2016-02-09 2015-12-31 13F-HR 77 193,568
2015-11-13 2015-09-30 13F-HR 97 226,546
2015-08-14 2015-06-30 13F-HR 97 242,498
2015-05-19 2015-03-31 13F-HR 82 216,903
2015-03-03 2014-12-31 13F-HR 89 220,450
2014-11-14 2014-09-30 13F-HR 90 219,782
2014-08-13 2014-06-30 13F-HR 84 205,409
2014-05-15 2014-03-31 13F-HR 76 192,365
2014-02-14 2013-12-31 13F-HR 68 173,910
2013-11-15 2013-09-30 13F-HR 64 154,667
2013-08-16 2013-06-30 13F-HR 77 164,507