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Disclosery

DDFG, Inc: FALN position timeline

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

DDFG, Inc held 52,890 FALN 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 52,890 shares
    Change vs previous 13F +366 shares

    0.29% of the 13F portfolio, value $1,440,724.

    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 52,524 shares
    Change vs previous 13F +2,938 shares

    0.3% of the 13F portfolio, value $1,403,439.

    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 49,586 shares
    Change vs previous 13F -311 shares

    0.3% of the 13F portfolio, value $1,353,711.

    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 49,897 shares
    Change vs previous 13F +775 shares

    0.32% of the 13F portfolio, value $1,386,143.

    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 49,122 shares
    Change vs previous 13F -508 shares

    0.34% of the 13F portfolio, value $1,333,182.

    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 49,630 shares
    Change vs previous 13F +9,988 shares

    0.37% of the 13F portfolio, value $1,329,575.

    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 39,642 shares
    Change vs previous 13F -5,089 shares

    0.31% of the 13F portfolio, value $1,058,839.

    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 44,731 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,222,957.

    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).