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Disclosery

Family Firm, Inc.: SCHF position timeline

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

Family Firm, Inc. held 17,918 SCHF 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 17,918 shares
    Change vs previous 13F +4,158 shares

    0.1% of the 13F portfolio, value $395,978.

    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 13,760 shares
    Change vs previous 13F -1,298 shares

    0.06% of the 13F portfolio, value $272,180.

    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 15,058 shares
    Change vs previous 13F +8,641 shares

    0.06% of the 13F portfolio, value $278,579.

    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 6,417 shares
    Change vs previous 13F -526 shares

    0.06% of the 13F portfolio, value $263,865.

    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 6,943 shares
    Change vs previous 13F +508 shares

    0.06% of the 13F portfolio, value $266,763.

    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 6,435 shares
    Change vs previous 13F +109 shares

    0.06% of the 13F portfolio, value $251,078.

    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 6,326 shares
    Change vs previous 13F +37 shares

    0.06% of the 13F portfolio, value $233,796.

    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 6,289 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $213,586.

    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).