Skip to content
Disclosery

Ridgeline Wealth, LLC: IGM position timeline

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

Ridgeline Wealth, LLC held 4,890 IGM 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 4,890 shares
    Change vs previous 13F -46 shares

    0.47% of the 13F portfolio, value $799,924.

    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 4,936 shares
    Change vs previous 13F -1,005 shares

    0.42% of the 13F portfolio, value $584,978.

    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 5,941 shares
    Change vs previous 13F -4 shares

    0.53% of the 13F portfolio, value $767,377.

    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 5,945 shares
    Change vs previous 13F -3 shares

    0.55% of the 13F portfolio, value $748,809.

    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 5,948 shares
    Change vs previous 13F -5 shares

    0.55% of the 13F portfolio, value $668,231.

    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 5,953 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $539,738.

    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 5,953 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $607,718.

    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).