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Disclosery

DDFG, Inc: IYR position timeline

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

DDFG, Inc held 177,778 IYR 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 177,778 shares
    Change vs previous 13F +78,753 shares

    3.61% of the 13F portfolio, value $18,177,769.

    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 99,025 shares
    Change vs previous 13F +6,504 shares

    2.02% of the 13F portfolio, value $9,363,809.

    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 92,521 shares
    Change vs previous 13F +2,080 shares

    1.9% of the 13F portfolio, value $8,686,822.

    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 90,441 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $8,780,024.

    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).