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Disclosery

DDFG, Inc: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DDFG, Inc on BRK-B, newest first. How the timeline and the estimate are built.

DDFG, Inc held 2,371 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,371 shares
    Change vs previous 13F -10 shares

    0.24% of the 13F portfolio, value $1,186,425.

    13F-HR 0001967640-26-000005 filed by DDFG, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,381 shares
    Change vs previous 13F +165 shares

    0.25% of the 13F portfolio, value $1,140,975.

    13F-HR 0001967640-26-000004 filed by DDFG, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,216 shares
    Change vs previous 13F +20 shares

    0.24% of the 13F portfolio, value $1,113,872.

    13F-HR 0001967640-26-000001 filed by DDFG, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,196 shares
    Change vs previous 13F +97 shares

    0.25% of the 13F portfolio, value $1,104,017.

    13F-HR 0001967640-25-000003 filed by DDFG, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,099 shares
    Change vs previous 13F -500 shares

    0.26% of the 13F portfolio, value $1,019,631.

    13F-HR 0001765380-25-000289 filed by DDFG, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,599 shares
    Change vs previous 13F +383 shares

    0.38% of the 13F portfolio, value $1,384,175.

    13F-HR 0001765380-25-000225 filed by DDFG, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,216 shares
    Change vs previous 13F +117 shares

    0.29% of the 13F portfolio, value $1,004,468.

    13F-HR 0001765380-25-000053 filed by DDFG, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,099 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $966,086.

    13F-HR 0001765380-24-000415 filed by DDFG, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).