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Disclosery

Family Firm, Inc.: IYZ position timeline

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

Family Firm, Inc. held 14,441 IYZ 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 14,441 shares
    Change vs previous 13F +57 shares

    0.1% of the 13F portfolio, value $430,048.

    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 14,384 shares
    Change vs previous 13F -2,746 shares

    0.09% of the 13F portfolio, value $393,983.

    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 17,130 shares
    Change vs previous 13F +35 shares

    0.1% of the 13F portfolio, value $459,618.

    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 17,095 shares
    Change vs previous 13F -1,838 shares

    0.09% of the 13F portfolio, value $431,810.

    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 18,933 shares
    Change vs previous 13F +1,955 shares

    0.09% of the 13F portfolio, value $411,220.

    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 16,978 shares
    Change vs previous 13F -2,489 shares

    0.09% of the 13F portfolio, value $373,172.

    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 19,467 shares
    Change vs previous 13F +941 shares

    0.11% of the 13F portfolio, value $443,079.

    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 18,526 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $394,612.

    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).