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Disclosery

Family Firm, Inc.: FLTR position timeline

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

Family Firm, Inc. held 318,269 FLTR 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 318,269 shares
    Change vs previous 13F +597 shares

    1.96% of the 13F portfolio, value $8,115,867.

    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 317,672 shares
    Change vs previous 13F -97,882 shares

    1.81% of the 13F portfolio, value $8,116,525.

    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 415,554 shares
    Change vs previous 13F -250,016 shares

    1.81% of the 13F portfolio, value $8,130,872.

    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 665,570 shares
    Change vs previous 13F +18,566 shares

    1.71% of the 13F portfolio, value $7,805,794.

    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 647,004 shares
    Change vs previous 13F +360,867 shares

    1.66% of the 13F portfolio, value $7,430,831.

    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 286,137 shares
    Change vs previous 13F -3,665 shares

    1.78% of the 13F portfolio, value $7,299,347.

    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 289,802 shares
    Change vs previous 13F +7,597 shares

    1.88% of the 13F portfolio, value $7,288,520.

    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 282,205 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $7,136,964.

    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).