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Disclosery

DDFG, Inc: IUSV position timeline

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

DDFG, Inc held 300,399 IUSV 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 300,399 shares
    Change vs previous 13F +3,036 shares

    6.57% of the 13F portfolio, value $33,088,923.

    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 297,363 shares
    Change vs previous 13F +17,053 shares

    6.55% of the 13F portfolio, value $30,405,388.

    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 280,310 shares
    Change vs previous 13F +9,196 shares

    6.29% of the 13F portfolio, value $28,742,961.

    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 271,114 shares
    Change vs previous 13F +12,478 shares

    6.26% of the 13F portfolio, value $27,097,815.

    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 258,636 shares
    Change vs previous 13F +2,894 shares

    6.16% of the 13F portfolio, value $24,474,711.

    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 255,742 shares
    Change vs previous 13F +14,488 shares

    6.54% of the 13F portfolio, value $23,602,467.

    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 241,254 shares
    Change vs previous 13F +13,713 shares

    6.45% of the 13F portfolio, value $22,337,690.

    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 227,541 shares
    Change vs previous 13F not available

    6.21% of the 13F portfolio, value $21,727,843.

    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).