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Disclosery

Family Firm, Inc.: TOTL position timeline

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

Family Firm, Inc. held 122,426 TOTL 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 122,426 shares
    Change vs previous 13F +1,293 shares

    1.18% of the 13F portfolio, value $4,910,502.

    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 121,133 shares
    Change vs previous 13F -60,122 shares

    1.09% of the 13F portfolio, value $4,880,440.

    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 181,255 shares
    Change vs previous 13F +785 shares

    1.08% of the 13F portfolio, value $4,836,253.

    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 180,470 shares
    Change vs previous 13F +2,054 shares

    1.11% of the 13F portfolio, value $5,047,456.

    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 178,416 shares
    Change vs previous 13F +59,895 shares

    1.06% of the 13F portfolio, value $4,763,501.

    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 118,521 shares
    Change vs previous 13F +1,002 shares

    1.16% of the 13F portfolio, value $4,746,783.

    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 117,519 shares
    Change vs previous 13F +1,580 shares

    1.22% of the 13F portfolio, value $4,730,143.

    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 115,939 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $4,481,029.

    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).