• 13F History

DDFG, Inc

13F Filings History

Latest 13F report
Q4 2024 - Feb 6, 2025
Value $
$346M
Signature - Title
Johnathan Kasting - Compliance Officer
Location
Thousand Oaks, CA
Summary
This page shows a list of all the recent 13F filings made by DDFG, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. DDFG, Inc reported 78 stock holdings with total value $346M as of Q4 2024. Top holdings included IEI, IUSG, IDEV, IUSV, and IVE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 78 $346M +$6.32M -$3.32M +$3.01M IEI, IUSG, IDEV, IUSV, IVE 13F-HR 2/6/2025, 10:26 AM
Q3 2024 80 $350M +$30.3M -$24.2M +$6.03M IEI, IUSG, IDEV, IVE, IUSV 13F-HR 11/8/2024, 02:38 PM
Q2 2024 78 $324M +$6.8M -$1.98M +$4.82M IUSG, IEI, IDEV, IGSB, IVE 13F-HR 8/6/2024, 12:53 PM
Q1 2024 74 $315M +$23.9M -$20.9M +$2.98M IUSG, IEI, IDEV, IGSB, IVE 13F-HR 5/2/2024, 09:56 AM
Q4 2023 73 $296M +$2.71M -$2.09M +$627K IUSG, IDEV, IEI, IGSB, IVE Restatement 2/13/2024, 09:43 AM
Q3 2023 73 $271M +$22.1M -$12.8M +$9.31M IUSG, IEI, IDEV, IGSB, IVE 13F-HR 11/2/2023, 02:10 PM
Q2 2023 72 $272M +$4.59M -$423K +$4.16M IUSG, IVE, IDEV, IUSV, IEI 13F-HR 8/9/2023, 11:09 AM
Q1 2023 71 $257M +$23M -$15.5M +$7.45M IUSG, IVE, IDEV, IEI, IUSV 13F-HR 5/5/2023, 11:59 AM
Q4 2022 71 $242M IUSG, IVE, IDEV, VIG, IUSV 13F-HR 3/1/2023, 03:19 PM