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Disclosery

Family Firm, Inc.: IGM position timeline

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

Family Firm, Inc. held 15,509 IGM 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 15,509 shares
    Change vs previous 13F +1,684 shares

    0.42% of the 13F portfolio, value $1,742,257.

    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 13,825 shares
    Change vs previous 13F +1,596 shares

    0.28% of the 13F portfolio, value $1,253,557.

    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 12,229 shares
    Change vs previous 13F -201 shares

    0.28% of the 13F portfolio, value $1,248,488.

    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 12,430 shares
    Change vs previous 13F +639 shares

    0.26% of the 13F portfolio, value $1,192,579.

    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 11,791 shares
    Change vs previous 13F -883 shares

    0.25% of the 13F portfolio, value $1,112,054.

    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 12,674 shares
    Change vs previous 13F +10,561 shares

    0.27% of the 13F portfolio, value $1,092,262.

    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 2,113 shares
    Change vs previous 13F -93 shares

    0.24% of the 13F portfolio, value $946,830.

    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 2,206 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $843,135.

    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).