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Disclosery

Family Firm, Inc.: IWB position timeline

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

Family Firm, Inc. held 10,733 IWB 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 10,733 shares
    Change vs previous 13F -149 shares

    0.88% of the 13F portfolio, value $3,644,659.

    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 10,882 shares
    Change vs previous 13F +7 shares

    0.75% of the 13F portfolio, value $3,337,916.

    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 10,875 shares
    Change vs previous 13F -62 shares

    0.78% of the 13F portfolio, value $3,503,531.

    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 10,937 shares
    Change vs previous 13F -403 shares

    0.75% of the 13F portfolio, value $3,438,587.

    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 11,340 shares
    Change vs previous 13F +26 shares

    0.75% of the 13F portfolio, value $3,373,958.

    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 11,314 shares
    Change vs previous 13F +31 shares

    0.79% of the 13F portfolio, value $3,258,753.

    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 11,283 shares
    Change vs previous 13F -204 shares

    0.76% of the 13F portfolio, value $2,959,051.

    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 11,487 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $2,698,524.

    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).