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North Ridge Wealth Advisors, Inc.: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of North Ridge Wealth Advisors, Inc. on DFAC, newest first. How the timeline and the estimate are built.

North Ridge Wealth Advisors, Inc. held 1,093,766 DFAC shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 1,093,766 shares
    Change vs previous 13F -29,724 shares

    23.91% of the 13F portfolio, value $42,503,759.

    13F-HR 0001974277-26-000005 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 1,123,490 shares
    Change vs previous 13F +36,408 shares

    24.9% of the 13F portfolio, value $44,478,981.

    13F-HR 0001974277-26-000003 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 1,087,082 shares
    Change vs previous 13F -18,623 shares

    23.98% of the 13F portfolio, value $41,928,764.

    13F-HR 0001974277-25-000007 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 1,105,705 shares
    Change vs previous 13F +13,261 shares

    24.34% of the 13F portfolio, value $39,628,486.

    13F-HR 0002054664-25-000007 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 1,092,444 shares
    Change vs previous 13F +41,137 shares

    24.08% of the 13F portfolio, value $36,039,733.

    13F-HR 0002054664-25-000003 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 1,051,307 shares
    Change vs previous 13F -22,195 shares

    25.17% of the 13F portfolio, value $36,364,710.

    13F-HR 0002054664-25-000005 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 1,073,502 shares
    Change vs previous 13F +24,066 shares

    25.03% of the 13F portfolio, value $36,810,385.

    13F-HR 0001085146-24-005093 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 1,049,436 shares
    Change vs previous 13F not available

    25.7% of the 13F portfolio, value $33,833,816.

    13F-HR 0001085146-24-003342 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).