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Disclosery

DDFG, Inc: UWMC position timeline

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

DDFG, Inc held 21,401 UWMC 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 21,401 shares
    Change vs previous 13F +540 shares

    0.01% of the 13F portfolio, value $49,009.

    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 20,861 shares
    Change vs previous 13F +438 shares

    0.02% of the 13F portfolio, value $75,518.

    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 20,423 shares
    Change vs previous 13F +371 shares

    0.02% of the 13F portfolio, value $89,452.

    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 20,052 shares
    Change vs previous 13F +461 shares

    0.03% of the 13F portfolio, value $122,114.

    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 19,591 shares
    Change vs previous 13F +422 shares

    0.02% of the 13F portfolio, value $81,108.

    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 19,169 shares
    Change vs previous 13F +333 shares

    0.03% of the 13F portfolio, value $104,663.

    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 18,836 shares
    Change vs previous 13F +250 shares

    0.03% of the 13F portfolio, value $110,570.

    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 18,586 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $158,352.

    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).