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Disclosery

Family Firm, Inc.: ITB position timeline

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

Family Firm, Inc. held 10,167 ITB 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 10,167 shares
    Change vs previous 13F +1,216 shares

    0.23% of the 13F portfolio, value $947,237.

    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 8,951 shares
    Change vs previous 13F +1,179 shares

    0.19% of the 13F portfolio, value $852,208.

    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 7,772 shares
    Change vs previous 13F +1,030 shares

    0.18% of the 13F portfolio, value $803,582.

    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 6,742 shares
    Change vs previous 13F -667 shares

    0.19% of the 13F portfolio, value $856,900.

    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 7,409 shares
    Change vs previous 13F -854 shares

    0.17% of the 13F portfolio, value $748,783.

    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 8,263 shares
    Change vs previous 13F -389 shares

    0.23% of the 13F portfolio, value $956,607.

    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 8,652 shares
    Change vs previous 13F -2,725 shares

    0.23% of the 13F portfolio, value $880,119.

    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 11,377 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $892,991.

    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).