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Disclosery

DDFG, Inc: VOT position timeline

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

DDFG, Inc held 1,926 VOT 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 1,926 shares
    Change vs previous 13F -20 shares

    0.12% of the 13F portfolio, value $589,912.

    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 1,946 shares
    Change vs previous 13F -17 shares

    0.11% of the 13F portfolio, value $500,906.

    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 1,963 shares
    Change vs previous 13F -9 shares

    0.12% of the 13F portfolio, value $548,029.

    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 1,972 shares
    Change vs previous 13F -9 shares

    0.13% of the 13F portfolio, value $579,372.

    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 1,981 shares
    Change vs previous 13F -1 shares

    0.14% of the 13F portfolio, value $563,365.

    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 1,982 shares
    Change vs previous 13F -9 shares

    0.13% of the 13F portfolio, value $484,867.

    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 1,991 shares
    Change vs previous 13F -13 shares

    0.15% of the 13F portfolio, value $505,179.

    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 2,004 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $487,851.

    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).