Skip to content
Disclosery

Ridgeline Wealth, LLC: DFIC position timeline

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

Ridgeline Wealth, LLC held 383,536 DFIC 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 383,536 shares
    Change vs previous 13F +29,084 shares

    8.36% of the 13F portfolio, value $14,290,552.

    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 354,452 shares
    Change vs previous 13F +5,600 shares

    9.02% of the 13F portfolio, value $12,593,662.

    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 348,852 shares
    Change vs previous 13F +11,974 shares

    8.34% of the 13F portfolio, value $12,021,439.

    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 336,878 shares
    Change vs previous 13F +16,733 shares

    8.15% of the 13F portfolio, value $11,046,234.

    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 320,145 shares
    Change vs previous 13F +6,375 shares

    8.12% of the 13F portfolio, value $9,953,296.

    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 313,770 shares
    Change vs previous 13F -10,220 shares

    7.41% of the 13F portfolio, value $8,713,403.

    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 323,990 shares
    Change vs previous 13F not available

    6.82% of the 13F portfolio, value $8,373,521.

    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).