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Disclosery

Family Firm, Inc.: IBB position timeline

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

Family Firm, Inc. held 12,809 IBB 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 12,809 shares
    Change vs previous 13F +445 shares

    0.39% of the 13F portfolio, value $1,620,492.

    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 12,364 shares
    Change vs previous 13F +4 shares

    0.35% of the 13F portfolio, value $1,581,399.

    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 12,360 shares
    Change vs previous 13F -28,314 shares

    0.36% of the 13F portfolio, value $1,634,228.

    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 40,674 shares
    Change vs previous 13F +2,852 shares

    0.36% of the 13F portfolio, value $1,666,890.

    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 37,822 shares
    Change vs previous 13F +26,392 shares

    0.35% of the 13F portfolio, value $1,568,275.

    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 11,430 shares
    Change vs previous 13F -225 shares

    0.38% of the 13F portfolio, value $1,568,404.

    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 11,655 shares
    Change vs previous 13F +615 shares

    0.41% of the 13F portfolio, value $1,583,277.

    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 11,040 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,350,045.

    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).