Skip to content
Disclosery

Family Firm, Inc.: IWC position timeline

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

Family Firm, Inc. held 18,325 IWC 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 18,325 shares
    Change vs previous 13F +804 shares

    0.56% of the 13F portfolio, value $2,339,313.

    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 17,521 shares
    Change vs previous 13F -50,155 shares

    0.43% of the 13F portfolio, value $1,943,289.

    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 67,676 shares
    Change vs previous 13F -382 shares

    0.52% of the 13F portfolio, value $2,354,671.

    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 68,058 shares
    Change vs previous 13F +408 shares

    0.5% of the 13F portfolio, value $2,276,863.

    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 67,650 shares
    Change vs previous 13F +50,709 shares

    0.46% of the 13F portfolio, value $2,062,137.

    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 16,941 shares
    Change vs previous 13F -299 shares

    0.5% of the 13F portfolio, value $2,053,121.

    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 17,240 shares
    Change vs previous 13F +851 shares

    0.52% of the 13F portfolio, value $2,000,386.

    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 16,389 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,640,532.

    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).