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Disclosery

DDFG, Inc: IVE position timeline

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

DDFG, Inc held 120,323 IVE 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 120,323 shares
    Change vs previous 13F -2,389 shares

    5.43% of the 13F portfolio, value $27,320,462.

    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 122,712 shares
    Change vs previous 13F +2,085 shares

    5.58% of the 13F portfolio, value $25,910,714.

    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 120,627 shares
    Change vs previous 13F -963 shares

    5.6% of the 13F portfolio, value $25,581,285.

    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 121,590 shares
    Change vs previous 13F +1,271 shares

    5.8% of the 13F portfolio, value $25,109,523.

    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 120,319 shares
    Change vs previous 13F +3,763 shares

    5.91% of the 13F portfolio, value $23,512,663.

    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 116,556 shares
    Change vs previous 13F +1,004 shares

    6.16% of the 13F portfolio, value $22,213,223.

    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 115,552 shares
    Change vs previous 13F -988 shares

    6.37% of the 13F portfolio, value $22,056,586.

    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 116,540 shares
    Change vs previous 13F not available

    6.57% of the 13F portfolio, value $22,978,225.

    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).