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Disclosery

DDFG, Inc: FGD position timeline

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

DDFG, Inc held 22,557 FGD 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 22,557 shares
    Change vs previous 13F -1,144 shares

    0.14% of the 13F portfolio, value $721,608.

    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 23,701 shares
    Change vs previous 13F -12 shares

    0.16% of the 13F portfolio, value $756,759.

    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 23,713 shares
    Change vs previous 13F -95 shares

    0.16% of the 13F portfolio, value $717,788.

    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 23,808 shares
    Change vs previous 13F +35 shares

    0.16% of the 13F portfolio, value $684,487.

    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 23,773 shares
    Change vs previous 13F -296 shares

    0.16% of the 13F portfolio, value $654,720.

    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 24,069 shares
    Change vs previous 13F -688 shares

    0.16% of the 13F portfolio, value $582,477.

    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 24,757 shares
    Change vs previous 13F -2,745 shares

    0.16% of the 13F portfolio, value $550,585.

    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 27,502 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $669,690.

    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).