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Disclosery

RIDGECREST WEALTH PARTNERS, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RIDGECREST WEALTH PARTNERS, LLC on SCHW, newest first. How the timeline and the estimate are built.

RIDGECREST WEALTH PARTNERS, LLC held 0 SCHW shares at 2025-12-31 per its 13F-HR filed 2026-01-22.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -5,783 shares

    13F-HR 0001860719-26-000001 filed by RIDGECREST WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 5,783 shares
    Change vs previous 13F +15 shares

    0.25% of the 13F portfolio, value $552,103.

    13F-HR 0001860719-25-000007 filed by RIDGECREST WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 5,768 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $526,272.

    13F-HR 0001860719-25-000005 filed by RIDGECREST WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 5,768 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $451,519.

    13F-HR 0001860719-25-000003 filed by RIDGECREST WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 5,768 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $426,890.

    13F-HR 0001860719-25-000001 filed by RIDGECREST WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 5,768 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $373,824.

    13F-HR 0001860719-24-000004 filed by RIDGECREST WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).