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Disclosery

Family Firm, Inc.: IJR position timeline

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

Family Firm, Inc. held 32,851 IJR 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 32,851 shares
    Change vs previous 13F +1,117 shares

    0.87% of the 13F portfolio, value $3,590,340.

    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 31,734 shares
    Change vs previous 13F -100 shares

    0.74% of the 13F portfolio, value $3,318,474.

    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 31,834 shares
    Change vs previous 13F +764 shares

    0.82% of the 13F portfolio, value $3,667,951.

    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 31,070 shares
    Change vs previous 13F +130 shares

    0.8% of the 13F portfolio, value $3,633,942.

    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 30,940 shares
    Change vs previous 13F +110 shares

    0.74% of the 13F portfolio, value $3,300,024.

    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 30,830 shares
    Change vs previous 13F -294 shares

    0.83% of the 13F portfolio, value $3,407,371.

    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 31,124 shares
    Change vs previous 13F +264 shares

    0.87% of the 13F portfolio, value $3,369,140.

    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 30,860 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,911,008.

    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).