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Disclosery

Family Firm, Inc.: SHY position timeline

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

Family Firm, Inc. held 31,169 SHY 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 31,169 shares
    Change vs previous 13F +1,818 shares

    0.6% of the 13F portfolio, value $2,482,037.

    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 29,351 shares
    Change vs previous 13F +1,919 shares

    0.54% of the 13F portfolio, value $2,428,244.

    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 27,432 shares
    Change vs previous 13F +863 shares

    0.5% of the 13F portfolio, value $2,248,953.

    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 26,569 shares
    Change vs previous 13F +480 shares

    0.48% of the 13F portfolio, value $2,209,177.

    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 26,089 shares
    Change vs previous 13F -3,851 shares

    0.47% of the 13F portfolio, value $2,130,153.

    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 29,940 shares
    Change vs previous 13F +2,730 shares

    0.6% of the 13F portfolio, value $2,448,531.

    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 27,210 shares
    Change vs previous 13F -4,970 shares

    0.58% of the 13F portfolio, value $2,232,272.

    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 32,180 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $2,605,574.

    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).