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Disclosery

Family Firm, Inc.: VDE position timeline

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

Family Firm, Inc. held 27,489 VDE 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 27,489 shares
    Change vs previous 13F -1,276 shares

    0.79% of the 13F portfolio, value $3,274,529.

    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 28,765 shares
    Change vs previous 13F -276 shares

    0.83% of the 13F portfolio, value $3,731,089.

    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 29,041 shares
    Change vs previous 13F +1,354 shares

    0.78% of the 13F portfolio, value $3,523,062.

    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 27,687 shares
    Change vs previous 13F +553 shares

    0.74% of the 13F portfolio, value $3,390,808.

    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 27,134 shares
    Change vs previous 13F -153 shares

    0.77% of the 13F portfolio, value $3,461,464.

    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 27,287 shares
    Change vs previous 13F +281 shares

    0.88% of the 13F portfolio, value $3,593,677.

    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 27,006 shares
    Change vs previous 13F +2,623 shares

    0.82% of the 13F portfolio, value $3,167,279.

    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 24,383 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $3,090,243.

    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).