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North Ridge Wealth Advisors, Inc.: DFAX position timeline

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

North Ridge Wealth Advisors, Inc. held 460,305 DFAX 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 460,305 shares
    Change vs previous 13F -35,425 shares

    8.8% of the 13F portfolio, value $15,636,548.

    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 495,730 shares
    Change vs previous 13F +18,564 shares

    9.08% of the 13F portfolio, value $16,225,258.

    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 477,166 shares
    Change vs previous 13F -14,077 shares

    8.56% of the 13F portfolio, value $14,973,476.

    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 491,243 shares
    Change vs previous 13F -7,743 shares

    8.86% of the 13F portfolio, value $14,427,815.

    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 498,986 shares
    Change vs previous 13F +27,017 shares

    8.73% of the 13F portfolio, value $13,073,438.

    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 471,969 shares
    Change vs previous 13F +8,681 shares

    8.12% of the 13F portfolio, value $11,733,154.

    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 463,288 shares
    Change vs previous 13F +7,396 shares

    8.51% of the 13F portfolio, value $12,513,421.

    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 455,892 shares
    Change vs previous 13F not available

    8.8% of the 13F portfolio, value $11,588,766.

    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).