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North Ridge Wealth Advisors, Inc.: DFSU position timeline

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

North Ridge Wealth Advisors, Inc. held 42,290 DFSU 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 42,290 shares
    Change vs previous 13F +1,724 shares

    0.98% of the 13F portfolio, value $1,737,695.

    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 40,566 shares
    Change vs previous 13F +10,098 shares

    0.99% of the 13F portfolio, value $1,761,787.

    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 30,468 shares
    Change vs previous 13F +926 shares

    0.74% of the 13F portfolio, value $1,294,077.

    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 29,542 shares
    Change vs previous 13F +1,226 shares

    0.71% of the 13F portfolio, value $1,159,506.

    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 28,316 shares
    Change vs previous 13F -106 shares

    0.68% of the 13F portfolio, value $1,014,003.

    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 28,422 shares
    Change vs previous 13F +842 shares

    0.75% of the 13F portfolio, value $1,077,180.

    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 27,580 shares
    Change vs previous 13F +13,687 shares

    0.7% of the 13F portfolio, value $1,025,422.

    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 13,893 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $484,317.

    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).