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Ridgewood Investments LLC: OTEX position timeline

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

Ridgewood Investments LLC held 67,238 OTEX shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 67,238 shares
    Change vs previous 13F +936 shares

    0.56% of the 13F portfolio, value $1,507,476.

    13F-HR 0001703556-26-000010 filed by Ridgewood Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 66,302 shares
    Change vs previous 13F +19,511 shares

    0.55% of the 13F portfolio, value $1,468,589.

    13F-HR 0001703556-26-000007 filed by Ridgewood Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 46,791 shares
    Change vs previous 13F +28,143 shares

    0.43% of the 13F portfolio, value $1,040,632.

    13F-HR 0001703556-26-000004 filed by Ridgewood Investments 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 18,648 shares
    Change vs previous 13F +7,922 shares

    0.29% of the 13F portfolio, value $697,062.

    13F-HR 0001703556-25-000010 filed by Ridgewood Investments 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 10,726 shares
    Change vs previous 13F +2,062 shares

    0.14% of the 13F portfolio, value $313,213.

    13F-HR 0001703556-25-000005 filed by Ridgewood Investments 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 8,664 shares
    Change vs previous 13F +7,414 shares

    0.1% of the 13F portfolio, value $218,865.

    13F-HR 0001703556-25-000003 filed by Ridgewood Investments 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 1,250 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $35,400.

    13F-HR 0001703556-25-000002 filed by Ridgewood Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).