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Disclosery

Family Firm, Inc.: IWV position timeline

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

Family Firm, Inc. held 184,423 IWV 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 184,423 shares
    Change vs previous 13F -9,438 shares

    15.6% of the 13F portfolio, value $64,732,325.

    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 193,861 shares
    Change vs previous 13F -2,896 shares

    13.75% of the 13F portfolio, value $61,577,877.

    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 196,757 shares
    Change vs previous 13F -701,588 shares

    14.63% of the 13F portfolio, value $65,766,086.

    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 898,345 shares
    Change vs previous 13F +42,009 shares

    14.41% of the 13F portfolio, value $65,814,078.

    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 856,336 shares
    Change vs previous 13F +649,319 shares

    14.12% of the 13F portfolio, value $63,322,289.

    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 207,017 shares
    Change vs previous 13F -8,426 shares

    15.14% of the 13F portfolio, value $62,121,687.

    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 215,443 shares
    Change vs previous 13F -3,556 shares

    15.21% of the 13F portfolio, value $58,975,307.

    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 218,999 shares
    Change vs previous 13F not available

    15.07% of the 13F portfolio, value $53,667,957.

    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).