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Disclosery

Family Firm, Inc.: BND position timeline

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

Family Firm, Inc. held 321,312 BND 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 321,312 shares
    Change vs previous 13F +5,384 shares

    5.7% of the 13F portfolio, value $23,658,235.

    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 315,928 shares
    Change vs previous 13F -299,057 shares

    5.18% of the 13F portfolio, value $23,204,923.

    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 614,985 shares
    Change vs previous 13F -8,082 shares

    5.1% of the 13F portfolio, value $22,950,636.

    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 623,067 shares
    Change vs previous 13F +4,031 shares

    5.11% of the 13F portfolio, value $23,348,283.

    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 619,036 shares
    Change vs previous 13F +324,738 shares

    4.94% of the 13F portfolio, value $22,172,455.

    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 294,298 shares
    Change vs previous 13F +12,533 shares

    5.21% of the 13F portfolio, value $21,374,858.

    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 281,765 shares
    Change vs previous 13F -18,285 shares

    5.35% of the 13F portfolio, value $20,723,809.

    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 300,050 shares
    Change vs previous 13F not available

    5.88% of the 13F portfolio, value $20,937,459.

    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).