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Disclosery

Family Firm, Inc.: IVE position timeline

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

Family Firm, Inc. held 10,457 IVE 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 10,457 shares
    Change vs previous 13F -8 shares

    0.49% of the 13F portfolio, value $2,043,525.

    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 10,465 shares
    Change vs previous 13F +1 shares

    0.45% of the 13F portfolio, value $1,994,396.

    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 10,464 shares
    Change vs previous 13F +57 shares

    0.44% of the 13F portfolio, value $1,997,522.

    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 10,407 shares
    Change vs previous 13F +101 shares

    0.45% of the 13F portfolio, value $2,051,944.

    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 10,306 shares
    Change vs previous 13F +48 shares

    0.42% of the 13F portfolio, value $1,875,856.

    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 10,258 shares
    Change vs previous 13F -217 shares

    0.47% of the 13F portfolio, value $1,916,303.

    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 10,475 shares
    Change vs previous 13F +105 shares

    0.47% of the 13F portfolio, value $1,821,528.

    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 10,370 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,595,353.

    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).