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Disclosery

Family Firm, Inc.: PBW position timeline

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

Family Firm, Inc. held 59,559 PBW 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 59,559 shares
    Change vs previous 13F -3,497 shares

    0.29% of the 13F portfolio, value $1,186,411.

    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 63,056 shares
    Change vs previous 13F +282 shares

    0.22% of the 13F portfolio, value $992,509.

    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 62,774 shares
    Change vs previous 13F -15,179 shares

    0.28% of the 13F portfolio, value $1,256,117.

    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 77,953 shares
    Change vs previous 13F -242 shares

    0.3% of the 13F portfolio, value $1,367,241.

    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 78,195 shares
    Change vs previous 13F +10,817 shares

    0.3% of the 13F portfolio, value $1,345,082.

    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 67,378 shares
    Change vs previous 13F +7,356 shares

    0.38% of the 13F portfolio, value $1,553,069.

    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 60,022 shares
    Change vs previous 13F -2,046 shares

    0.46% of the 13F portfolio, value $1,783,860.

    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 62,068 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,950,803.

    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).