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Disclosery

Family Firm, Inc.: EWC position timeline

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

Family Firm, Inc. held 28,122 EWC 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 28,122 shares
    Change vs previous 13F -483 shares

    0.31% of the 13F portfolio, value $1,299,252.

    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 28,605 shares
    Change vs previous 13F -17 shares

    0.26% of the 13F portfolio, value $1,165,656.

    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 28,622 shares
    Change vs previous 13F +241 shares

    0.26% of the 13F portfolio, value $1,153,469.

    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 28,381 shares
    Change vs previous 13F -410 shares

    0.26% of the 13F portfolio, value $1,178,384.

    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 28,791 shares
    Change vs previous 13F +275 shares

    0.24% of the 13F portfolio, value $1,067,862.

    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 28,516 shares
    Change vs previous 13F -6 shares

    0.27% of the 13F portfolio, value $1,091,605.

    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 28,522 shares
    Change vs previous 13F +213 shares

    0.27% of the 13F portfolio, value $1,046,199.

    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 28,309 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $947,204.

    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).