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Disclosery

Family Firm, Inc.: IYG position timeline

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

Family Firm, Inc. held 31,367 IYG 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 31,367 shares
    Change vs previous 13F -531 shares

    0.65% of the 13F portfolio, value $2,684,996.

    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 31,898 shares
    Change vs previous 13F -135 shares

    0.56% of the 13F portfolio, value $2,505,624.

    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 32,033 shares
    Change vs previous 13F -2,706 shares

    0.55% of the 13F portfolio, value $2,492,546.

    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 34,739 shares
    Change vs previous 13F -1,577 shares

    0.54% of the 13F portfolio, value $2,467,147.

    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 36,316 shares
    Change vs previous 13F -1,524 shares

    0.53% of the 13F portfolio, value $2,368,199.

    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 37,840 shares
    Change vs previous 13F +25,216 shares

    0.61% of the 13F portfolio, value $2,508,767.

    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 12,624 shares
    Change vs previous 13F -461 shares

    0.58% of the 13F portfolio, value $2,262,320.

    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 13,085 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $2,023,498.

    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).