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Disclosery

Family Firm, Inc.: BRK-B position timeline

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

Family Firm, Inc. held 41,862 BRK-B 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 41,862 shares
    Change vs previous 13F +39,182 shares

    0.32% of the 13F portfolio, value $1,341,045.

    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 2,680 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,427,314.

    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 2,680 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,214,790.

    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 2,680 shares
    Change vs previous 13F -39,144 shares

    0.27% of the 13F portfolio, value $1,233,497.

    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 41,824 shares
    Change vs previous 13F +39,215 shares

    0.25% of the 13F portfolio, value $1,113,947.

    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 2,609 shares
    Change vs previous 13F -38,485 shares

    0.27% of the 13F portfolio, value $1,097,137.

    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 41,094 shares
    Change vs previous 13F -1,081 shares

    0.25% of the 13F portfolio, value $966,166.

    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 42,175 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $950,005.

    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).