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Disclosery

Family Firm, Inc.: FAX position timeline

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

Family Firm, Inc. held 130,980 FAX 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 130,980 shares
    Change vs previous 13F -1,791 shares

    0.5% of the 13F portfolio, value $2,085,197.

    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 132,771 shares
    Change vs previous 13F +6,323 shares

    0.47% of the 13F portfolio, value $2,084,501.

    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 126,448 shares
    Change vs previous 13F -411 shares

    0.41% of the 13F portfolio, value $1,861,326.

    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 126,859 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,207,340.

    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).