Skip to content
Disclosery

Family Firm, Inc.: IVV position timeline

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

Family Firm, Inc. held 24,429 IVV 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 24,429 shares
    Change vs previous 13F -35 shares

    3.66% of the 13F portfolio, value $15,168,073.

    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 24,464 shares
    Change vs previous 13F +82 shares

    3.07% of the 13F portfolio, value $13,746,380.

    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 24,382 shares
    Change vs previous 13F -171,796 shares

    3.19% of the 13F portfolio, value $14,353,371.

    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 196,178 shares
    Change vs previous 13F +11,610 shares

    3.19% of the 13F portfolio, value $14,579,023.

    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 184,568 shares
    Change vs previous 13F +159,170 shares

    3.08% of the 13F portfolio, value $13,815,765.

    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 25,398 shares
    Change vs previous 13F -252 shares

    3.25% of the 13F portfolio, value $13,352,525.

    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 25,650 shares
    Change vs previous 13F -331 shares

    3.16% of the 13F portfolio, value $12,251,238.

    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 25,981 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $11,156,997.

    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).