Skip to content
Disclosery

North Ridge Wealth Advisors, Inc.: DFIC position timeline

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

North Ridge Wealth Advisors, Inc. held 268,030 DFIC 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 268,030 shares
    Change vs previous 13F -13,542 shares

    5.36% of the 13F portfolio, value $9,523,092.

    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 281,572 shares
    Change vs previous 13F +924 shares

    5.43% of the 13F portfolio, value $9,702,968.

    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 280,648 shares
    Change vs previous 13F -913 shares

    5.26% of the 13F portfolio, value $9,202,442.

    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 281,561 shares
    Change vs previous 13F -20,475 shares

    5.38% of the 13F portfolio, value $8,753,742.

    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 302,036 shares
    Change vs previous 13F +5,956 shares

    5.6% of the 13F portfolio, value $8,387,549.

    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 296,080 shares
    Change vs previous 13F -4,104 shares

    5.3% of the 13F portfolio, value $7,652,181.

    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 300,184 shares
    Change vs previous 13F +15,940 shares

    5.74% of the 13F portfolio, value $8,447,185.

    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 284,244 shares
    Change vs previous 13F not available

    5.68% of the 13F portfolio, value $7,472,786.

    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).