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Disclosery

DDFG, Inc: IEI position timeline

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

DDFG, Inc held 236,514 IEI 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 236,514 shares
    Change vs previous 13F -134,545 shares

    5.52% of the 13F portfolio, value $27,778,554.

    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 371,059 shares
    Change vs previous 13F +13,806 shares

    9.48% of the 13F portfolio, value $44,007,606.

    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 357,253 shares
    Change vs previous 13F +9,298 shares

    9.33% of the 13F portfolio, value $42,638,198.

    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 347,955 shares
    Change vs previous 13F +11,074 shares

    9.6% of the 13F portfolio, value $41,584,084.

    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 336,881 shares
    Change vs previous 13F +4,349 shares

    10.09% of the 13F portfolio, value $40,119,207.

    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 332,532 shares
    Change vs previous 13F -12,219 shares

    10.89% of the 13F portfolio, value $39,283,641.

    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 344,751 shares
    Change vs previous 13F +6,677 shares

    11.5% of the 13F portfolio, value $39,836,002.

    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 338,074 shares
    Change vs previous 13F not available

    11.55% of the 13F portfolio, value $40,435,296.

    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).