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North Ridge Wealth Advisors, Inc.: DFEM position timeline

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

North Ridge Wealth Advisors, Inc. held 166,953 DFEM 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 166,953 shares
    Change vs previous 13F -11,430 shares

    3.25% of the 13F portfolio, value $5,768,238.

    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 178,383 shares
    Change vs previous 13F +465 shares

    3.3% of the 13F portfolio, value $5,900,903.

    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 177,918 shares
    Change vs previous 13F +2,657 shares

    3.26% of the 13F portfolio, value $5,705,845.

    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 175,261 shares
    Change vs previous 13F -4,510 shares

    3.19% of the 13F portfolio, value $5,201,755.

    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 179,771 shares
    Change vs previous 13F +6,025 shares

    3.18% of the 13F portfolio, value $4,756,752.

    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 173,746 shares
    Change vs previous 13F +283 shares

    3.15% of the 13F portfolio, value $4,550,396.

    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 173,463 shares
    Change vs previous 13F +13,736 shares

    3.32% of the 13F portfolio, value $4,882,974.

    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 159,727 shares
    Change vs previous 13F not available

    3.24% of the 13F portfolio, value $4,269,498.

    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).