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Disclosery

DDFG, Inc: IDEV position timeline

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

DDFG, Inc held 404,354 IDEV 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 404,354 shares
    Change vs previous 13F -19,829 shares

    7.15% of the 13F portfolio, value $35,991,518.

    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 424,183 shares
    Change vs previous 13F +22,300 shares

    7.64% of the 13F portfolio, value $35,448,956.

    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 401,883 shares
    Change vs previous 13F +10,625 shares

    7.26% of the 13F portfolio, value $33,147,293.

    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 391,258 shares
    Change vs previous 13F +44,047 shares

    7.24% of the 13F portfolio, value $31,367,136.

    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 347,211 shares
    Change vs previous 13F -1,989 shares

    6.64% of the 13F portfolio, value $26,401,887.

    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 349,200 shares
    Change vs previous 13F -62,290 shares

    6.67% of the 13F portfolio, value $24,056,399.

    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 411,490 shares
    Change vs previous 13F +12,742 shares

    7.66% of the 13F portfolio, value $26,528,749.

    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 398,748 shares
    Change vs previous 13F not available

    8.07% of the 13F portfolio, value $28,243,348.

    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).