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Disclosery

Family Firm, Inc.: EWZ position timeline

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

Family Firm, Inc. held 28,244 EWZ 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 28,244 shares
    Change vs previous 13F +147 shares

    0.2% of the 13F portfolio, value $814,842.

    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 28,097 shares
    Change vs previous 13F -968 shares

    0.16% of the 13F portfolio, value $726,312.

    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 29,065 shares
    Change vs previous 13F +3,450 shares

    0.15% of the 13F portfolio, value $654,271.

    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 25,615 shares
    Change vs previous 13F +2,907 shares

    0.17% of the 13F portfolio, value $755,374.

    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 22,708 shares
    Change vs previous 13F +120 shares

    0.14% of the 13F portfolio, value $620,598.

    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 22,588 shares
    Change vs previous 13F -2,461 shares

    0.18% of the 13F portfolio, value $732,303.

    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 25,049 shares
    Change vs previous 13F +823 shares

    0.23% of the 13F portfolio, value $875,699.

    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 24,226 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $743,016.

    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).