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Disclosery

DDFG, Inc: STIP position timeline

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

DDFG, Inc held 268,165 STIP 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 268,165 shares
    Change vs previous 13F +76,150 shares

    5.44% of the 13F portfolio, value $27,395,773.

    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 192,015 shares
    Change vs previous 13F +5,661 shares

    4.28% of the 13F portfolio, value $19,860,067.

    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 186,354 shares
    Change vs previous 13F +5,656 shares

    4.18% of the 13F portfolio, value $19,080,774.

    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 180,698 shares
    Change vs previous 13F +15,519 shares

    4.31% of the 13F portfolio, value $18,676,910.

    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 165,179 shares
    Change vs previous 13F not available

    4.28% of the 13F portfolio, value $16,998,531.

    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).