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Disclosery

DDFG, Inc: IUSG position timeline

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

DDFG, Inc held 252,703 IUSG 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 252,703 shares
    Change vs previous 13F -20,791 shares

    9.44% of the 13F portfolio, value $47,530,936.

    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 273,494 shares
    Change vs previous 13F +6,030 shares

    9.14% of the 13F portfolio, value $42,421,694.

    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 267,464 shares
    Change vs previous 13F +3,700 shares

    9.83% of the 13F portfolio, value $44,917,866.

    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 263,764 shares
    Change vs previous 13F -63 shares

    10.02% of the 13F portfolio, value $43,399,804.

    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 263,827 shares
    Change vs previous 13F -563 shares

    9.98% of the 13F portfolio, value $39,679,522.

    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 264,390 shares
    Change vs previous 13F -4,679 shares

    9.31% of the 13F portfolio, value $33,598,723.

    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 269,069 shares
    Change vs previous 13F +2,998 shares

    10.82% of the 13F portfolio, value $37,494,728.

    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 266,071 shares
    Change vs previous 13F not available

    10.03% of the 13F portfolio, value $35,097,421.

    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).