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Disclosery

DDFG, Inc: IJJ position timeline

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

DDFG, Inc held 58,149 IJJ 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 58,149 shares
    Change vs previous 13F -351 shares

    1.71% of the 13F portfolio, value $8,590,359.

    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 58,500 shares
    Change vs previous 13F +1,297 shares

    1.67% of the 13F portfolio, value $7,751,310.

    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 57,203 shares
    Change vs previous 13F +1,119 shares

    1.65% of the 13F portfolio, value $7,527,296.

    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 56,084 shares
    Change vs previous 13F +12,929 shares

    1.68% of the 13F portfolio, value $7,275,215.

    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 43,155 shares
    Change vs previous 13F +2,014 shares

    1.34% of the 13F portfolio, value $5,333,144.

    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 41,141 shares
    Change vs previous 13F +16,999 shares

    1.37% of the 13F portfolio, value $4,925,840.

    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 24,142 shares
    Change vs previous 13F +42 shares

    0.87% of the 13F portfolio, value $3,016,824.

    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 24,100 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,979,250.

    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).