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DDFG, Inc: VIG position timeline

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

DDFG, Inc held 57,336 VIG 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 57,336 shares
    Change vs previous 13F -657 shares

    2.69% of the 13F portfolio, value $13,566,931.

    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 57,993 shares
    Change vs previous 13F -2,566 shares

    2.69% of the 13F portfolio, value $12,471,962.

    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 60,559 shares
    Change vs previous 13F -1,652 shares

    2.91% of the 13F portfolio, value $13,309,631.

    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 62,211 shares
    Change vs previous 13F -30,663 shares

    3.1% of the 13F portfolio, value $13,424,609.

    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 92,874 shares
    Change vs previous 13F +4,147 shares

    4.78% of the 13F portfolio, value $19,008,468.

    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 88,727 shares
    Change vs previous 13F -1,665 shares

    4.77% of the 13F portfolio, value $17,212,067.

    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 90,392 shares
    Change vs previous 13F -854 shares

    5.11% of the 13F portfolio, value $17,701,486.

    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 91,246 shares
    Change vs previous 13F not available

    5.16% of the 13F portfolio, value $18,072,116.

    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).