DDFG, Inc historic quarter change: Foreign Preferred Shares, New
In preferred shares (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, DDFG, Inc opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1967640), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-08); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-06); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-06); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Curtis Advisory Group, LLC | United States | $0.464B | 118 |
| DecisionPoint Financial, LLC | United States | $0.464B | 692 |
| Wiser Wealth Management, Inc | United States | $0.464B | 58 |
| Cypress Point Wealth Management, LLC | United States | $0.464B | 123 |
| RWC ASSET ADVISORS (US) LLC | United States | $0.464B | 14 |
| Rezny Wealth Management, Inc. | United States | $0.464B | 38 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | United States | $0.463B | 177 |
| Atlanta Consulting Group Advisors, LLC | United States | $0.465B | 143 |
| Richard P Slaughter Associates Inc | United States | $0.463B | 99 |
| HUSSMAN STRATEGIC ADVISORS, INC. | United States | $0.463B | 268 |