Skip to content
Disclosery

Family Firm, Inc.: WIP position timeline

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

Family Firm, Inc. held 146,472 WIP 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 146,472 shares
    Change vs previous 13F +6,637 shares

    1.41% of the 13F portfolio, value $5,841,320.

    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 139,835 shares
    Change vs previous 13F -195,882 shares

    1.17% of the 13F portfolio, value $5,243,964.

    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 335,717 shares
    Change vs previous 13F +4,757 shares

    1.14% of the 13F portfolio, value $5,110,247.

    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 330,960 shares
    Change vs previous 13F +13,553 shares

    1.2% of the 13F portfolio, value $5,476,390.

    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 317,407 shares
    Change vs previous 13F +203,689 shares

    1.05% of the 13F portfolio, value $4,721,331.

    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 113,718 shares
    Change vs previous 13F +1,548 shares

    1.11% of the 13F portfolio, value $4,546,454.

    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 112,170 shares
    Change vs previous 13F -5,845 shares

    1.21% of the 13F portfolio, value $4,704,401.

    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 118,015 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $4,591,960.

    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).