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Disclosery

Family Firm, Inc.: STIP position timeline

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

Family Firm, Inc. held 148,850 STIP 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 148,850 shares
    Change vs previous 13F +1,982 shares

    3.69% of the 13F portfolio, value $15,318,200.

    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 146,868 shares
    Change vs previous 13F +2,989 shares

    3.39% of the 13F portfolio, value $15,196,430.

    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 143,879 shares
    Change vs previous 13F +2,275 shares

    3.22% of the 13F portfolio, value $14,474,323.

    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 141,604 shares
    Change vs previous 13F -1,282 shares

    3.14% of the 13F portfolio, value $14,347,345.

    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 142,886 shares
    Change vs previous 13F +2,137 shares

    3.17% of the 13F portfolio, value $14,215,727.

    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 140,749 shares
    Change vs previous 13F +3,769 shares

    3.41% of the 13F portfolio, value $13,994,692.

    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 136,980 shares
    Change vs previous 13F +2,142 shares

    3.48% of the 13F portfolio, value $13,504,893.

    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 134,838 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $13,068,531.

    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).