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Disclosery

Family Firm, Inc.: VWO position timeline

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

Family Firm, Inc. held 125,288 VWO 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 125,288 shares
    Change vs previous 13F -178 shares

    1.49% of the 13F portfolio, value $6,196,757.

    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 125,466 shares
    Change vs previous 13F +189 shares

    1.27% of the 13F portfolio, value $5,678,608.

    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 125,277 shares
    Change vs previous 13F +11,991 shares

    1.23% of the 13F portfolio, value $5,517,226.

    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 113,286 shares
    Change vs previous 13F +1,349 shares

    1.19% of the 13F portfolio, value $5,420,735.

    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 111,937 shares
    Change vs previous 13F -853 shares

    1.09% of the 13F portfolio, value $4,898,342.

    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 112,790 shares
    Change vs previous 13F -4,369 shares

    1.15% of the 13F portfolio, value $4,711,235.

    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 117,159 shares
    Change vs previous 13F +7,759 shares

    1.24% of the 13F portfolio, value $4,815,252.

    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 109,400 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $4,289,555.

    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).