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Disclosery

Family Firm, Inc.: XME position timeline

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

Family Firm, Inc. held 34,714 XME 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 34,714 shares
    Change vs previous 13F -168 shares

    0.56% of the 13F portfolio, value $2,333,471.

    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 34,882 shares
    Change vs previous 13F -46,497 shares

    0.44% of the 13F portfolio, value $1,953,040.

    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 81,379 shares
    Change vs previous 13F -713 shares

    0.41% of the 13F portfolio, value $1,830,799.

    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 82,092 shares
    Change vs previous 13F +5,517 shares

    0.46% of the 13F portfolio, value $2,094,918.

    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 76,575 shares
    Change vs previous 13F +51,360 shares

    0.36% of the 13F portfolio, value $1,626,719.

    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 25,215 shares
    Change vs previous 13F +2,019 shares

    0.37% of the 13F portfolio, value $1,519,938.

    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 23,196 shares
    Change vs previous 13F +552 shares

    0.36% of the 13F portfolio, value $1,387,804.

    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 22,644 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,188,785.

    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).