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North Ridge Wealth Advisors, Inc.: DFNM position timeline

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

North Ridge Wealth Advisors, Inc. held 61,775 DFNM 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 61,775 shares
    Change vs previous 13F +14,198 shares

    1.67% of the 13F portfolio, value $2,960,879.

    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 47,577 shares
    Change vs previous 13F +3,788 shares

    1.28% of the 13F portfolio, value $2,291,763.

    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 43,789 shares
    Change vs previous 13F +6,132 shares

    1.2% of the 13F portfolio, value $2,100,976.

    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 37,657 shares
    Change vs previous 13F -15,046 shares

    1.1% of the 13F portfolio, value $1,786,072.

    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 52,703 shares
    Change vs previous 13F +6,249 shares

    1.67% of the 13F portfolio, value $2,507,082.

    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 46,454 shares
    Change vs previous 13F -1,103 shares

    1.54% of the 13F portfolio, value $2,219,108.

    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 47,557 shares
    Change vs previous 13F +7,031 shares

    1.57% of the 13F portfolio, value $2,308,417.

    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 40,526 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $1,935,928.

    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).