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Disclosery

Family Firm, Inc.: IFGL position timeline

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

Family Firm, Inc. held 114,621 IFGL 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 114,621 shares
    Change vs previous 13F +205 shares

    0.63% of the 13F portfolio, value $2,604,182.

    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 114,416 shares
    Change vs previous 13F -33,998 shares

    0.5% of the 13F portfolio, value $2,257,424.

    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 148,414 shares
    Change vs previous 13F +3,237 shares

    0.47% of the 13F portfolio, value $2,132,404.

    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 145,177 shares
    Change vs previous 13F +2,419 shares

    0.53% of the 13F portfolio, value $2,440,655.

    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 142,758 shares
    Change vs previous 13F +50,179 shares

    0.46% of the 13F portfolio, value $2,074,613.

    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 92,579 shares
    Change vs previous 13F -6,979 shares

    0.48% of the 13F portfolio, value $1,970,088.

    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 99,558 shares
    Change vs previous 13F +2,932 shares

    0.56% of the 13F portfolio, value $2,166,383.

    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 96,626 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,832,993.

    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).