Skip to content
Disclosery

Ridgeline Wealth, LLC: IFRA position timeline

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

Ridgeline Wealth, LLC held 4,442 IFRA 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 4,442 shares
    Change vs previous 13F -84 shares

    0.16% of the 13F portfolio, value $280,034.

    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 4,526 shares
    Change vs previous 13F -198 shares

    0.19% of the 13F portfolio, value $258,897.

    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 4,724 shares
    Change vs previous 13F -18 shares

    0.17% of the 13F portfolio, value $248,585.

    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 4,742 shares
    Change vs previous 13F -15 shares

    0.18% of the 13F portfolio, value $250,489.

    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 4,757 shares
    Change vs previous 13F -621 shares

    0.19% of the 13F portfolio, value $233,981.

    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 5,378 shares
    Change vs previous 13F -838 shares

    0.21% of the 13F portfolio, value $242,365.

    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 6,216 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $287,741.

    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).