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Disclosery

DDFG, Inc: LQD position timeline

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

DDFG, Inc held 156,263 LQD 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 156,263 shares
    Change vs previous 13F -27,670 shares

    3.38% of the 13F portfolio, value $17,043,589.

    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 183,933 shares
    Change vs previous 13F +5,279 shares

    4.32% of the 13F portfolio, value $20,046,808.

    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 178,654 shares
    Change vs previous 13F +3,464 shares

    4.31% of the 13F portfolio, value $19,685,937.

    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 175,190 shares
    Change vs previous 13F +9,670 shares

    4.51% of the 13F portfolio, value $19,528,454.

    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 165,520 shares
    Change vs previous 13F -94,798 shares

    4.56% of the 13F portfolio, value $18,142,665.

    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 260,318 shares
    Change vs previous 13F +78,640 shares

    7.84% of the 13F portfolio, value $28,293,968.

    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 181,678 shares
    Change vs previous 13F -5,071 shares

    5.6% of the 13F portfolio, value $19,410,443.

    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 186,749 shares
    Change vs previous 13F not available

    6.03% of the 13F portfolio, value $21,098,846.

    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).