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Ruedi Wealth Management, Inc.: DFAR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ruedi Wealth Management, Inc. on DFAR, newest first. How the timeline and the estimate are built.

Ruedi Wealth Management, Inc. held 172,857 DFAR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,857 shares
    Change vs previous 13F +3,760 shares

    1.06% of the 13F portfolio, value $4,521,929.

    13F-HR 0001940678-26-000003 filed by Ruedi Wealth Management, Inc.
    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 169,097 shares
    Change vs previous 13F +3,865 shares

    1.03% of the 13F portfolio, value $3,999,135.

    13F-HR 0001940678-26-000002 filed by Ruedi Wealth Management, Inc.
    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 165,232 shares
    Change vs previous 13F -1,712 shares

    0.99% of the 13F portfolio, value $3,784,002.

    13F-HR 0001940678-26-000001 filed by Ruedi Wealth Management, Inc.
    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 166,944 shares
    Change vs previous 13F +990 shares

    1.11% of the 13F portfolio, value $3,981,625.

    13F-HR 0001940678-25-000007 filed by Ruedi Wealth Management, Inc.
    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 165,954 shares
    Change vs previous 13F -12,603 shares

    1.15% of the 13F portfolio, value $3,893,291.

    13F-HR 0001940678-25-000003 filed by Ruedi Wealth Management, Inc.
    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 178,557 shares
    Change vs previous 13F +12,089 shares

    1.33% of the 13F portfolio, value $4,244,299.

    13F-HR 0001940678-25-000001 filed by Ruedi Wealth Management, Inc.
    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 166,468 shares
    Change vs previous 13F -6,343 shares

    1.22% of the 13F portfolio, value $3,873,713.

    13F-HR 0002046822-25-000002 filed by Ruedi Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 172,811 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $4,430,880.

    13F-HR 0001940678-24-000005 filed by Ruedi Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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