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Disclosery

DDFG, Inc: DFAE position timeline

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

DDFG, Inc held 218,271 DFAE 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 218,271 shares
    Change vs previous 13F -110,290 shares

    1.74% of the 13F portfolio, value $8,776,657.

    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 328,561 shares
    Change vs previous 13F -23,158 shares

    2.4% of the 13F portfolio, value $11,125,076.

    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 351,719 shares
    Change vs previous 13F -2,158 shares

    2.51% of the 13F portfolio, value $11,455,474.

    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 353,877 shares
    Change vs previous 13F -14,683 shares

    2.58% of the 13F portfolio, value $11,157,736.

    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 368,560 shares
    Change vs previous 13F +1,266 shares

    2.68% of the 13F portfolio, value $10,669,825.

    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 367,294 shares
    Change vs previous 13F -110,955 shares

    2.64% of the 13F portfolio, value $9,509,253.

    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 478,249 shares
    Change vs previous 13F +14,959 shares

    3.5% of the 13F portfolio, value $12,133,167.

    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 463,290 shares
    Change vs previous 13F not available

    3.63% of the 13F portfolio, value $12,698,773.

    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).