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Disclosery

DDFG, Inc: ITOT position timeline

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

DDFG, Inc held 59,911 ITOT 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 59,911 shares
    Change vs previous 13F -400 shares

    1.95% of the 13F portfolio, value $9,841,550.

    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 60,311 shares
    Change vs previous 13F -924 shares

    1.85% of the 13F portfolio, value $8,590,155.

    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 61,235 shares
    Change vs previous 13F -2,488 shares

    1.99% of the 13F portfolio, value $9,105,056.

    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 63,723 shares
    Change vs previous 13F -51,100 shares

    2.14% of the 13F portfolio, value $9,281,327.

    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 114,823 shares
    Change vs previous 13F +943 shares

    3.9% of the 13F portfolio, value $15,505,749.

    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 113,880 shares
    Change vs previous 13F -650 shares

    3.85% of the 13F portfolio, value $13,894,459.

    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 114,530 shares
    Change vs previous 13F +135 shares

    4.25% of the 13F portfolio, value $14,730,784.

    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 114,395 shares
    Change vs previous 13F not available

    4.11% of the 13F portfolio, value $14,370,251.

    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).