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Disclosery

Family Firm, Inc.: IYE position timeline

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

Family Firm, Inc. held 16,447 IYE 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 16,447 shares
    Change vs previous 13F +59 shares

    0.18% of the 13F portfolio, value $743,723.

    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 16,388 shares
    Change vs previous 13F +111 shares

    0.18% of the 13F portfolio, value $807,916.

    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 16,277 shares
    Change vs previous 13F +113 shares

    0.16% of the 13F portfolio, value $741,746.

    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 16,164 shares
    Change vs previous 13F +221 shares

    0.16% of the 13F portfolio, value $749,046.

    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 15,943 shares
    Change vs previous 13F +104 shares

    0.17% of the 13F portfolio, value $765,250.

    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 15,839 shares
    Change vs previous 13F +841 shares

    0.19% of the 13F portfolio, value $782,467.

    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 14,998 shares
    Change vs previous 13F +11 shares

    0.17% of the 13F portfolio, value $661,720.

    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 14,987 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $710,836.

    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).