Skip to content
Disclosery

Ridgeline Wealth, LLC: DFEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ridgeline Wealth, LLC on DFEM, newest first. How the timeline and the estimate are built.

Ridgeline Wealth, LLC held 21,883 DFEM shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,883 shares
    Change vs previous 13F -625 shares

    0.52% of the 13F portfolio, value $889,344.

    13F-HR 0001934226-26-000003 filed by Ridgeline Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 22,508 shares
    Change vs previous 13F -108 shares

    0.56% of the 13F portfolio, value $777,654.

    13F-HR 0001934226-26-000002 filed by Ridgeline Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 22,616 shares
    Change vs previous 13F -103 shares

    0.52% of the 13F portfolio, value $748,140.

    13F-HR 0001934226-26-000001 filed by Ridgeline Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 22,719 shares
    Change vs previous 13F -758 shares

    0.54% of the 13F portfolio, value $728,600.

    13F-HR 0001934226-25-000008 filed by Ridgeline Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 23,477 shares
    Change vs previous 13F -2,300 shares

    0.57% of the 13F portfolio, value $696,793.

    13F-HR 0001934226-25-000005 filed by Ridgeline Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 25,777 shares
    Change vs previous 13F -4,022 shares

    0.58% of the 13F portfolio, value $682,050.

    13F-HR 0001934226-25-000003 filed by Ridgeline Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 29,799 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $780,428.

    13F-HR 0001934226-25-000001 filed by Ridgeline Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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