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Disclosery

Family Firm, Inc.: VTHR position timeline

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

Family Firm, Inc. held 41,713 VTHR 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 41,713 shares
    Change vs previous 13F +1,444 shares

    2.74% of the 13F portfolio, value $11,377,158.

    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 40,269 shares
    Change vs previous 13F +132 shares

    2.22% of the 13F portfolio, value $9,936,764.

    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 40,137 shares
    Change vs previous 13F +592 shares

    2.32% of the 13F portfolio, value $10,425,322.

    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 39,545 shares
    Change vs previous 13F +143 shares

    2.2% of the 13F portfolio, value $10,031,501.

    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 39,402 shares
    Change vs previous 13F +167 shares

    2.11% of the 13F portfolio, value $9,440,607.

    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 39,235 shares
    Change vs previous 13F -1,005 shares

    2.23% of the 13F portfolio, value $9,140,120.

    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 40,240 shares
    Change vs previous 13F +431 shares

    2.21% of the 13F portfolio, value $8,564,263.

    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 39,809 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $7,592,778.

    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).