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Ruedi Wealth Management, Inc.: DFAS position timeline

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

Ruedi Wealth Management, Inc. held 108,722 DFAS 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 108,722 shares
    Change vs previous 13F -704 shares

    2.1% of the 13F portfolio, value $8,952,177.

    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 109,426 shares
    Change vs previous 13F +5,982 shares

    2% of the 13F portfolio, value $7,783,473.

    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 103,444 shares
    Change vs previous 13F -3,394 shares

    1.89% of the 13F portfolio, value $7,206,948.

    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 106,838 shares
    Change vs previous 13F +337 shares

    2.05% of the 13F portfolio, value $7,314,129.

    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 106,501 shares
    Change vs previous 13F -16,194 shares

    2.01% of the 13F portfolio, value $6,785,191.

    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 122,695 shares
    Change vs previous 13F -1,867 shares

    2.29% of the 13F portfolio, value $7,331,037.

    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 124,562 shares
    Change vs previous 13F +7,886 shares

    2.56% of the 13F portfolio, value $8,106,492.

    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 116,676 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $7,567,623.

    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).