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Disclosery

Family Firm, Inc.: IVW position timeline

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

Family Firm, Inc. held 48,576 IVW 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 48,576 shares
    Change vs previous 13F +49 shares

    1.29% of the 13F portfolio, value $5,348,223.

    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 48,527 shares
    Change vs previous 13F -2,369 shares

    1.01% of the 13F portfolio, value $4,504,752.

    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 50,896 shares
    Change vs previous 13F -750 shares

    1.15% of the 13F portfolio, value $5,167,494.

    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 51,646 shares
    Change vs previous 13F +70 shares

    1.08% of the 13F portfolio, value $4,945,123.

    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 51,576 shares
    Change vs previous 13F +37 shares

    1.06% of the 13F portfolio, value $4,772,837.

    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 51,539 shares
    Change vs previous 13F +46 shares

    1.06% of the 13F portfolio, value $4,351,946.

    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 51,493 shares
    Change vs previous 13F -4,937 shares

    1% of the 13F portfolio, value $3,867,158.

    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 56,430 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $3,860,959.

    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).