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Disclosery

Family Firm, Inc.: IEV position timeline

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

Family Firm, Inc. held 54,223 IEV 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 54,223 shares
    Change vs previous 13F -2,959 shares

    0.83% of the 13F portfolio, value $3,429,587.

    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 57,182 shares
    Change vs previous 13F -194 shares

    0.74% of the 13F portfolio, value $3,327,965.

    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 57,376 shares
    Change vs previous 13F +3,158 shares

    0.66% of the 13F portfolio, value $2,987,022.

    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 54,218 shares
    Change vs previous 13F -2,269 shares

    0.69% of the 13F portfolio, value $3,159,259.

    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 56,487 shares
    Change vs previous 13F +1,228 shares

    0.69% of the 13F portfolio, value $3,093,206.

    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 55,259 shares
    Change vs previous 13F -497 shares

    0.75% of the 13F portfolio, value $3,076,285.

    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 55,756 shares
    Change vs previous 13F -1,929 shares

    0.76% of the 13F portfolio, value $2,947,277.

    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 57,685 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $2,753,298.

    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).