0001144204-17-027270.txt : 20170515 0001144204-17-027270.hdr.sgml : 20170515 20170515125309 ACCESSION NUMBER: 0001144204-17-027270 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170515 DATE AS OF CHANGE: 20170515 EFFECTIVENESS DATE: 20170515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC CENTRAL INDEX KEY: 0001673815 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17438 FILM NUMBER: 17842784 BUSINESS ADDRESS: STREET 1: 4102 S. TIMBERLINE RD. CITY: FORT COLLINS STATE: CO ZIP: 80525 BUSINESS PHONE: 866-910-9611 MAIL ADDRESS: STREET 1: 4102 S. TIMBERLINE RD. CITY: FORT COLLINS STATE: CO ZIP: 80525 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001673815 XXXXXXXX 03-31-2017 03-31-2017 false INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

4102 S. Timberline Rd. Fort Collins CO 80525

13F HOLDINGS REPORT 028-17438 N Eric C. Kulberg 970-530-5034 /s/ Eric Kulberg Fort Collins CO 05-15-2017 0 124 321309 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 3439 17973 SH SOLE 3971 0 14003 ABBOTT LABS COM 002824100 4016 90425 SH SOLE 14005 0 76419 ABBVIE INC COM 00287Y109 253 3879 SH SOLE 3879 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 3688 30762 SH SOLE 4835 0 25927 AFLAC INC COM 001055102 3731 51516 SH SOLE 8171 0 43345 AIR PRODS & CHEMS INC COM 009158106 3380 24983 SH SOLE 4001 0 20982 ALLERGAN PLC SHS G0177J108 1081 4524 SH SOLE 4461 0 63 ALPS ETF TR SECTR DIV DOGS 00162Q858 212 4935 SH SOLE 4621 0 314 ALTRIA GROUP INC COM 02209S103 5230 73222 SH SOLE 37479 0 35743 AMERICAN EXPRESS CO COM 025816109 320 4048 SH SOLE 3880 0 168 AMGEN INC COM 031162100 4036 24599 SH SOLE 8626 0 15973 APPLE INC COM 037833100 5764 40126 SH SOLE 19240 0 20885 AT&T INC COM 00206R102 3753 90322 SH SOLE 19394 0 70928 B/E AEROSPACE INC COM 073302101 310 4833 SH SOLE 4833 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11337 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