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Disclosery

Family Firm, Inc.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Family Firm, Inc. on AGG, newest first. How the timeline and the estimate are built.

Family Firm, Inc. held 60,626 AGG shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 60,626 shares
    Change vs previous 13F +4,532 shares

    1.45% of the 13F portfolio, value $6,014,131.

    13F-HR 0001602603-25-000003 filed by Family Firm, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 56,094 shares
    Change vs previous 13F +1,247 shares

    1.24% of the 13F portfolio, value $5,548,865.

    13F-HR 0001602603-25-000002 filed by Family Firm, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 54,847 shares
    Change vs previous 13F +593 shares

    1.18% of the 13F portfolio, value $5,314,722.

    13F-HR 0001602603-25-000001 filed by Family Firm, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 54,254 shares
    Change vs previous 13F -1,559 shares

    1.2% of the 13F portfolio, value $5,494,321.

    13F-HR 0001602603-24-000004 filed by Family Firm, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 55,813 shares
    Change vs previous 13F +1,638 shares

    1.21% of the 13F portfolio, value $5,417,796.

    13F-HR 0001803084-24-000006 filed by Family Firm, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 54,175 shares
    Change vs previous 13F +3,373 shares

    1.29% of the 13F portfolio, value $5,305,883.

    13F-HR 0001602603-24-000002 filed by Family Firm, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 50,802 shares
    Change vs previous 13F +295 shares

    1.3% of the 13F portfolio, value $5,042,130.

    13F-HR 0001602603-24-000001 filed by Family Firm, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 50,507 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $4,749,723.

    13F-HR 0001602603-23-000004 filed by Family Firm, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).