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Disclosery

Family Firm, Inc.: IEF position timeline

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

Family Firm, Inc. held 29,490 IEF 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 29,490 shares
    Change vs previous 13F +11 shares

    0.68% of the 13F portfolio, value $2,824,287.

    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 29,479 shares
    Change vs previous 13F -1,418 shares

    0.63% of the 13F portfolio, value $2,811,438.

    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 30,897 shares
    Change vs previous 13F +2,461 shares

    0.64% of the 13F portfolio, value $2,856,513.

    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 28,436 shares
    Change vs previous 13F +5,957 shares

    0.61% of the 13F portfolio, value $2,790,181.

    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 22,479 shares
    Change vs previous 13F +1,047 shares

    0.47% of the 13F portfolio, value $2,105,181.

    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 21,432 shares
    Change vs previous 13F +97 shares

    0.49% of the 13F portfolio, value $2,028,791.

    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 21,335 shares
    Change vs previous 13F +474 shares

    0.53% of the 13F portfolio, value $2,056,481.

    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 20,861 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,910,628.

    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).