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Disclosery

Family Firm, Inc.: ISHG position timeline

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

Family Firm, Inc. held 17,126 ISHG 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 17,126 shares
    Change vs previous 13F -14 shares

    0.32% of the 13F portfolio, value $1,311,159.

    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 17,140 shares
    Change vs previous 13F -297 shares

    0.27% of the 13F portfolio, value $1,206,307.

    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 17,437 shares
    Change vs previous 13F +272 shares

    0.26% of the 13F portfolio, value $1,174,743.

    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 17,165 shares
    Change vs previous 13F -339 shares

    0.28% of the 13F portfolio, value $1,269,796.

    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 17,504 shares
    Change vs previous 13F +2,684 shares

    0.27% of the 13F portfolio, value $1,216,357.

    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 14,820 shares
    Change vs previous 13F +81 shares

    0.25% of the 13F portfolio, value $1,035,774.

    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 14,739 shares
    Change vs previous 13F +21 shares

    0.27% of the 13F portfolio, value $1,062,244.

    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 14,718 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $994,655.

    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).