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Disclosery

Family Firm, Inc.: VHT position timeline

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

Family Firm, Inc. held 0 VHT 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 0 shares
    Change vs previous 13F -1,382 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 1,382 shares
    Change vs previous 13F +5 shares

    0.08% of the 13F portfolio, value $365,865.

    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 1,377 shares
    Change vs previous 13F +409 shares

    0.08% of the 13F portfolio, value $349,540.

    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 968 shares
    Change vs previous 13F +7 shares

    0.06% of the 13F portfolio, value $273,264.

    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 961 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $255,759.

    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 961 shares
    Change vs previous 13F -111 shares

    0.06% of the 13F portfolio, value $260,105.

    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 1,072 shares
    Change vs previous 13F +7 shares

    0.07% of the 13F portfolio, value $268,795.

    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 1,065 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $250,376.

    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).