North Ridge Wealth Advisors, Inc.: DFGR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of North Ridge Wealth Advisors, Inc. on DFGR, newest first. How the timeline and the estimate are built.
North Ridge Wealth Advisors, Inc. held 314,570 DFGR shares at 2026-03-31 per its 13F-HR filed 2026-05-14.
the latest 13F is the newest step
- period ended2026-03-3113F 314,570 sharesChange vs previous 13F +21,273 shares
4.7% of the 13F portfolio, value $8,361,279.
13F-HR 0001974277-26-000005 filed by North Ridge Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 293,297 sharesChange vs previous 13F +21,798 shares
4.34% of the 13F portfolio, value $7,748,899.
13F-HR 0001974277-26-000003 filed by North Ridge Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 271,499 sharesChange vs previous 13F +13,655 shares
4.24% of the 13F portfolio, value $7,414,622.
13F-HR 0001974277-25-000007 filed by North Ridge Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 257,844 sharesChange vs previous 13F +14,850 shares
4.25% of the 13F portfolio, value $6,917,976.
13F-HR 0002054664-25-000007 filed by North Ridge Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 242,994 sharesChange vs previous 13F +20,947 shares
4.26% of the 13F portfolio, value $6,381,034.
13F-HR 0002054664-25-000003 filed by North Ridge Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 222,047 sharesChange vs previous 13F +35,529 shares
3.93% of the 13F portfolio, value $5,671,085.
13F-HR 0002054664-25-000005 filed by North Ridge Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 186,518 sharesChange vs previous 13F +39,265 shares
3.66% of the 13F portfolio, value $5,382,902.
13F-HR 0001085146-24-005093 filed by North Ridge Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 147,253 sharesChange vs previous 13F not available
2.8% of the 13F portfolio, value $3,679,865.
13F-HR 0001085146-24-003342 filed by North Ridge Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).