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Ruedi Wealth Management, Inc.: DFAT position timeline

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

Ruedi Wealth Management, Inc. held 212,725 DFAT 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 212,725 shares
    Change vs previous 13F -3,809 shares

    3.49% of the 13F portfolio, value $14,869,489.

    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 216,534 shares
    Change vs previous 13F +7,541 shares

    3.48% of the 13F portfolio, value $13,522,541.

    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 208,993 shares
    Change vs previous 13F -9,048 shares

    3.26% of the 13F portfolio, value $12,443,426.

    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 218,041 shares
    Change vs previous 13F +658 shares

    3.55% of the 13F portfolio, value $12,692,190.

    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 217,383 shares
    Change vs previous 13F -37,002 shares

    3.48% of the 13F portfolio, value $11,729,971.

    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 254,385 shares
    Change vs previous 13F +3,182 shares

    4.1% of the 13F portfolio, value $13,098,266.

    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 251,203 shares
    Change vs previous 13F +16,702 shares

    4.41% of the 13F portfolio, value $13,981,979.

    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 234,501 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $13,045,283.

    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).