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Disclosery

Family Firm, Inc.: SCHA position timeline

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

Family Firm, Inc. held 109,874 SCHA 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 109,874 shares
    Change vs previous 13F +428 shares

    0.67% of the 13F portfolio, value $2,779,813.

    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 109,446 shares
    Change vs previous 13F -1,210 shares

    0.57% of the 13F portfolio, value $2,564,318.

    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 110,656 shares
    Change vs previous 13F +55,304 shares

    0.64% of the 13F portfolio, value $2,861,573.

    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 55,352 shares
    Change vs previous 13F +790 shares

    0.62% of the 13F portfolio, value $2,850,605.

    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 54,562 shares
    Change vs previous 13F +50 shares

    0.58% of the 13F portfolio, value $2,588,958.

    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 54,512 shares
    Change vs previous 13F -2,491 shares

    0.65% of the 13F portfolio, value $2,684,168.

    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 57,003 shares
    Change vs previous 13F -426 shares

    0.69% of the 13F portfolio, value $2,692,826.

    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 57,429 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,378,727.

    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).