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Disclosery

Family Firm, Inc.: SCHB position timeline

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

Family Firm, Inc. held 441,861 SCHB 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 441,861 shares
    Change vs previous 13F +12,732 shares

    2.54% of the 13F portfolio, value $10,529,545.

    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 429,129 shares
    Change vs previous 13F -268,198 shares

    2.06% of the 13F portfolio, value $9,239,144.

    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 697,327 shares
    Change vs previous 13F +275,977 shares

    2.15% of the 13F portfolio, value $9,688,240.

    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 421,350 shares
    Change vs previous 13F +12,912 shares

    2.08% of the 13F portfolio, value $9,486,011.

    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 408,438 shares
    Change vs previous 13F +289,901 shares

    1.82% of the 13F portfolio, value $8,169,275.

    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 118,537 shares
    Change vs previous 13F +8,750 shares

    1.76% of the 13F portfolio, value $7,236,658.

    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 109,787 shares
    Change vs previous 13F +1,039 shares

    1.58% of the 13F portfolio, value $6,111,857.

    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 108,748 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $5,421,100.

    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).