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Disclosery

RIDGECREST WEALTH PARTNERS, LLC: SH position timeline

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

RIDGECREST WEALTH PARTNERS, LLC held 0 SH shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -7,250 shares

    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).

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

  2. period ended2025-03-31
    13F 7,250 shares
    Change vs previous 13F +1,850 shares

    0.17% of the 13F portfolio, value $323,060.

    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).

  3. period ended2024-12-31
    13F 5,400 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $228,852.

    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).