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Disclosery

Family Firm, Inc.: XLV position timeline

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

Family Firm, Inc. held 0 XLV 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 -3,446 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 3,446 shares
    Change vs previous 13F +13 shares

    0.11% of the 13F portfolio, value $503,170.

    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 3,433 shares
    Change vs previous 13F +1,481 shares

    0.11% of the 13F portfolio, value $472,353.

    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 1,952 shares
    Change vs previous 13F +6 shares

    0.07% of the 13F portfolio, value $300,667.

    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 1,946 shares
    Change vs previous 13F +7 shares

    0.06% of the 13F portfolio, value $283,558.

    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 1,939 shares
    Change vs previous 13F +7 shares

    0.07% of the 13F portfolio, value $286,396.

    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 1,932 shares
    Change vs previous 13F +7 shares

    0.07% of the 13F portfolio, value $263,539.

    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 1,925 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $247,786.

    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).