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Disclosery

Family Firm, Inc.: TAN position timeline

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

Family Firm, Inc. held 15,247 TAN 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 15,247 shares
    Change vs previous 13F -298 shares

    0.13% of the 13F portfolio, value $522,347.

    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 15,545 shares
    Change vs previous 13F +241 shares

    0.11% of the 13F portfolio, value $473,509.

    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 15,304 shares
    Change vs previous 13F -59 shares

    0.11% of the 13F portfolio, value $506,880.

    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 15,363 shares
    Change vs previous 13F -32 shares

    0.14% of the 13F portfolio, value $662,309.

    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 15,395 shares
    Change vs previous 13F -226 shares

    0.14% of the 13F portfolio, value $619,023.

    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 15,621 shares
    Change vs previous 13F +1,189 shares

    0.17% of the 13F portfolio, value $708,713.

    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 14,432 shares
    Change vs previous 13F +3 shares

    0.2% of the 13F portfolio, value $769,940.

    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 14,429 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $747,252.

    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).