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Disclosery

Family Firm, Inc.: IUSG position timeline

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

Family Firm, Inc. held 13,193 IUSG 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 13,193 shares
    Change vs previous 13F +9 shares

    0.48% of the 13F portfolio, value $1,984,267.

    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 13,184 shares
    Change vs previous 13F +9 shares

    0.37% of the 13F portfolio, value $1,675,455.

    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 13,175 shares
    Change vs previous 13F +10 shares

    0.41% of the 13F portfolio, value $1,836,047.

    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 13,165 shares
    Change vs previous 13F -149 shares

    0.38% of the 13F portfolio, value $1,736,534.

    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 13,314 shares
    Change vs previous 13F -1,075 shares

    0.38% of the 13F portfolio, value $1,697,205.

    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 14,389 shares
    Change vs previous 13F -37 shares

    0.41% of the 13F portfolio, value $1,686,558.

    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 14,426 shares
    Change vs previous 13F -2,367 shares

    0.39% of the 13F portfolio, value $1,501,731.

    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 16,793 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,592,471.

    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).