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Disclosery

DDFG, Inc: IVV position timeline

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

DDFG, Inc held 1,468 IVV 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 1,468 shares
    Change vs previous 13F -42 shares

    0.22% of the 13F portfolio, value $1,099,240.

    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 1,510 shares
    Change vs previous 13F +11 shares

    0.21% of the 13F portfolio, value $986,286.

    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 1,499 shares
    Change vs previous 13F +2 shares

    0.22% of the 13F portfolio, value $1,026,785.

    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 1,497 shares
    Change vs previous 13F -84 shares

    0.23% of the 13F portfolio, value $1,001,765.

    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 1,581 shares
    Change vs previous 13F +1 shares

    0.25% of the 13F portfolio, value $981,932.

    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 1,580 shares
    Change vs previous 13F +97 shares

    0.25% of the 13F portfolio, value $887,813.

    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 1,483 shares
    Change vs previous 13F +2 shares

    0.25% of the 13F portfolio, value $872,938.

    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 1,481 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $854,493.

    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).