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Disclosery

Family Firm, Inc.: IAT position timeline

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

Family Firm, Inc. held 33,536 IAT 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 33,536 shares
    Change vs previous 13F +3,381 shares

    0.4% of the 13F portfolio, value $1,661,730.

    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 30,155 shares
    Change vs previous 13F +925 shares

    0.31% of the 13F portfolio, value $1,406,148.

    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 29,230 shares
    Change vs previous 13F -1,698 shares

    0.33% of the 13F portfolio, value $1,472,028.

    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 30,928 shares
    Change vs previous 13F -1,017 shares

    0.32% of the 13F portfolio, value $1,470,294.

    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 31,945 shares
    Change vs previous 13F -820 shares

    0.3% of the 13F portfolio, value $1,324,439.

    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 32,765 shares
    Change vs previous 13F -283 shares

    0.35% of the 13F portfolio, value $1,421,325.

    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 33,048 shares
    Change vs previous 13F +5,341 shares

    0.36% of the 13F portfolio, value $1,382,723.

    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 27,707 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $930,950.

    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).