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Ruedi Wealth Management, Inc.: DFAX position timeline

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

Ruedi Wealth Management, Inc. held 465,556 DFAX 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 465,556 shares
    Change vs previous 13F -5,799 shares

    4.02% of the 13F portfolio, value $17,151,087.

    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 471,355 shares
    Change vs previous 13F -24,892 shares

    4.12% of the 13F portfolio, value $16,011,916.

    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 496,247 shares
    Change vs previous 13F -9,765 shares

    4.26% of the 13F portfolio, value $16,242,156.

    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 506,012 shares
    Change vs previous 13F -1,024 shares

    4.45% of the 13F portfolio, value $15,878,668.

    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 507,036 shares
    Change vs previous 13F +44,101 shares

    4.42% of the 13F portfolio, value $14,891,653.

    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 462,935 shares
    Change vs previous 13F -9,990 shares

    3.8% of the 13F portfolio, value $12,128,890.

    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 472,925 shares
    Change vs previous 13F +14,950 shares

    3.71% of the 13F portfolio, value $11,756,911.

    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 457,975 shares
    Change vs previous 13F not available

    4.25% of the 13F portfolio, value $12,369,917.

    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).