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Disclosery

DDFG, Inc: SMLF position timeline

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

DDFG, Inc held 86,310 SMLF 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 86,310 shares
    Change vs previous 13F -9 shares

    1.53% of the 13F portfolio, value $7,693,632.

    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 86,319 shares
    Change vs previous 13F +803 shares

    1.4% of the 13F portfolio, value $6,516,243.

    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 85,516 shares
    Change vs previous 13F +640 shares

    1.4% of the 13F portfolio, value $6,403,401.

    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 84,876 shares
    Change vs previous 13F +848 shares

    1.46% of the 13F portfolio, value $6,310,538.

    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 84,028 shares
    Change vs previous 13F +2,160 shares

    1.44% of the 13F portfolio, value $5,709,685.

    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 81,868 shares
    Change vs previous 13F +3,456 shares

    1.41% of the 13F portfolio, value $5,088,938.

    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 78,412 shares
    Change vs previous 13F +1,462 shares

    1.53% of the 13F portfolio, value $5,292,784.

    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 76,950 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $5,105,658.

    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).