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Disclosery

Family Firm, Inc.: XLE position timeline

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

Family Firm, Inc. held 23,605 XLE 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 23,605 shares
    Change vs previous 13F -79 shares

    0.48% of the 13F portfolio, value $2,001,949.

    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 23,684 shares
    Change vs previous 13F -49,636 shares

    0.49% of the 13F portfolio, value $2,213,247.

    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 73,320 shares
    Change vs previous 13F -321 shares

    0.46% of the 13F portfolio, value $2,047,618.

    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 73,641 shares
    Change vs previous 13F +1,999 shares

    0.47% of the 13F portfolio, value $2,125,685.

    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 71,642 shares
    Change vs previous 13F +51,359 shares

    0.45% of the 13F portfolio, value $2,022,633.

    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 20,283 shares
    Change vs previous 13F -283 shares

    0.47% of the 13F portfolio, value $1,914,927.

    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 20,566 shares
    Change vs previous 13F +562 shares

    0.44% of the 13F portfolio, value $1,724,257.

    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 20,004 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,808,152.

    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).