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Disclosery

DDFG, Inc: DGRO position timeline

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

DDFG, Inc held 81,918 DGRO 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 81,918 shares
    Change vs previous 13F +7,018 shares

    1.23% of the 13F portfolio, value $6,208,596.

    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 74,900 shares
    Change vs previous 13F +4,629 shares

    1.13% of the 13F portfolio, value $5,256,465.

    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 70,271 shares
    Change vs previous 13F +2,023 shares

    1.07% of the 13F portfolio, value $4,878,205.

    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 68,248 shares
    Change vs previous 13F -125,032 shares

    1.07% of the 13F portfolio, value $4,646,319.

    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 193,280 shares
    Change vs previous 13F -809 shares

    3.11% of the 13F portfolio, value $12,358,324.

    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 194,089 shares
    Change vs previous 13F +16,562 shares

    3.32% of the 13F portfolio, value $11,990,800.

    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 177,527 shares
    Change vs previous 13F +11,036 shares

    3.14% of the 13F portfolio, value $10,889,484.

    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 166,491 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $10,437,335.

    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).