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Disclosery

Family Firm, Inc.: TLT position timeline

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

Family Firm, Inc. held 18,338 TLT 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 18,338 shares
    Change vs previous 13F +3,773 shares

    0.36% of the 13F portfolio, value $1,473,589.

    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 14,565 shares
    Change vs previous 13F +63 shares

    0.3% of the 13F portfolio, value $1,325,871.

    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 14,502 shares
    Change vs previous 13F +896 shares

    0.28% of the 13F portfolio, value $1,266,518.

    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 13,606 shares
    Change vs previous 13F +998 shares

    0.29% of the 13F portfolio, value $1,334,744.

    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 12,608 shares
    Change vs previous 13F +1,189 shares

    0.26% of the 13F portfolio, value $1,157,160.

    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 11,419 shares
    Change vs previous 13F +496 shares

    0.26% of the 13F portfolio, value $1,080,439.

    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 10,923 shares
    Change vs previous 13F +1,833 shares

    0.28% of the 13F portfolio, value $1,080,071.

    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 9,090 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $806,234.

    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).