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Ridgeline Wealth, LLC: DFUS position timeline

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

Ridgeline Wealth, LLC held 96,370 DFUS 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 96,370 shares
    Change vs previous 13F -3,956 shares

    4.62% of the 13F portfolio, value $7,896,520.

    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 100,326 shares
    Change vs previous 13F +8,892 shares

    5.1% of the 13F portfolio, value $7,114,149.

    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 91,434 shares
    Change vs previous 13F +7,653 shares

    4.7% of the 13F portfolio, value $6,781,676.

    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 83,781 shares
    Change vs previous 13F +3,788 shares

    4.48% of the 13F portfolio, value $6,069,091.

    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 79,993 shares
    Change vs previous 13F -15,851 shares

    4.37% of the 13F portfolio, value $5,361,152.

    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 95,844 shares
    Change vs previous 13F -4,208 shares

    4.93% of the 13F portfolio, value $5,796,641.

    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 100,052 shares
    Change vs previous 13F not available

    5.2% of the 13F portfolio, value $6,378,299.

    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).