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Ridgeline Wealth, LLC: DFGR position timeline

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

Ridgeline Wealth, LLC held 58,466 DFGR 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 58,466 shares
    Change vs previous 13F +3,108 shares

    0.99% of the 13F portfolio, value $1,693,747.

    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 55,358 shares
    Change vs previous 13F +3,005 shares

    1.05% of the 13F portfolio, value $1,471,414.

    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 52,353 shares
    Change vs previous 13F +5,480 shares

    0.96% of the 13F portfolio, value $1,383,179.

    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 46,873 shares
    Change vs previous 13F +1,801 shares

    0.94% of the 13F portfolio, value $1,280,100.

    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 45,072 shares
    Change vs previous 13F -286 shares

    0.99% of the 13F portfolio, value $1,209,269.

    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 45,358 shares
    Change vs previous 13F +2,989 shares

    1.01% of the 13F portfolio, value $1,191,109.

    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 42,369 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,082,104.

    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).