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Disclosery

Family Firm, Inc.: SCZ position timeline

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

Family Firm, Inc. held 23,841 SCZ 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 23,841 shares
    Change vs previous 13F -993 shares

    0.42% of the 13F portfolio, value $1,732,799.

    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 24,834 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $1,577,731.

    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 24,834 shares
    Change vs previous 13F +540 shares

    0.34% of the 13F portfolio, value $1,508,691.

    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 24,294 shares
    Change vs previous 13F -4 shares

    0.36% of the 13F portfolio, value $1,644,733.

    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 24,298 shares
    Change vs previous 13F +351 shares

    0.33% of the 13F portfolio, value $1,497,755.

    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 23,947 shares
    Change vs previous 13F -641 shares

    0.37% of the 13F portfolio, value $1,516,593.

    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 24,588 shares
    Change vs previous 13F +202 shares

    0.39% of the 13F portfolio, value $1,522,026.

    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 24,386 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,377,072.

    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).