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Disclosery

Family Firm, Inc.: IDU position timeline

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

Family Firm, Inc. held 22,364 IDU 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 22,364 shares
    Change vs previous 13F +116 shares

    0.56% of the 13F portfolio, value $2,338,566.

    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 22,248 shares
    Change vs previous 13F -535 shares

    0.5% of the 13F portfolio, value $2,256,389.

    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 22,783 shares
    Change vs previous 13F -174 shares

    0.49% of the 13F portfolio, value $2,192,045.

    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 22,957 shares
    Change vs previous 13F -108 shares

    0.51% of the 13F portfolio, value $2,342,062.

    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 23,065 shares
    Change vs previous 13F -782 shares

    0.45% of the 13F portfolio, value $2,026,913.

    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 23,847 shares
    Change vs previous 13F -152 shares

    0.49% of the 13F portfolio, value $2,015,514.

    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 23,999 shares
    Change vs previous 13F +374 shares

    0.49% of the 13F portfolio, value $1,918,253.

    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 23,625 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,738,332.

    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).