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Disclosery

DDFG, Inc: SPSM position timeline

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

DDFG, Inc held 89,254 SPSM 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 89,254 shares
    Change vs previous 13F +6,867 shares

    1.02% of the 13F portfolio, value $5,147,297.

    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 82,387 shares
    Change vs previous 13F +3,558 shares

    0.86% of the 13F portfolio, value $3,980,963.

    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 78,829 shares
    Change vs previous 13F +2,259 shares

    0.81% of the 13F portfolio, value $3,693,936.

    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 76,570 shares
    Change vs previous 13F +3,277 shares

    0.82% of the 13F portfolio, value $3,546,723.

    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 73,293 shares
    Change vs previous 13F +2,953 shares

    0.79% of the 13F portfolio, value $3,122,271.

    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 70,340 shares
    Change vs previous 13F +5,369 shares

    0.79% of the 13F portfolio, value $2,867,041.

    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 64,971 shares
    Change vs previous 13F +3,485 shares

    0.84% of the 13F portfolio, value $2,918,492.

    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 61,486 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $2,798,216.

    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).