Ruedi Wealth Management, Inc.: DFCF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ruedi Wealth Management, Inc. on DFCF, newest first. How the timeline and the estimate are built.
Ruedi Wealth Management, Inc. held 101,925 DFCF shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 101,925 sharesChange vs previous 13F +252 shares
1.01% of the 13F portfolio, value $4,302,261.
13F-HR 0001940678-26-000003 filed by Ruedi Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 101,673 sharesChange vs previous 13F -4,907 shares
1.11% of the 13F portfolio, value $4,292,655.
13F-HR 0001940678-26-000002 filed by Ruedi Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 106,580 sharesChange vs previous 13F -1,106 shares
1.19% of the 13F portfolio, value $4,536,035.
13F-HR 0001940678-26-000001 filed by Ruedi Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 107,686 sharesChange vs previous 13F -13,927 shares
1.29% of the 13F portfolio, value $4,604,658.
13F-HR 0001940678-25-000007 filed by Ruedi Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 121,613 sharesChange vs previous 13F -19,861 shares
1.52% of the 13F portfolio, value $5,139,369.
13F-HR 0001940678-25-000003 filed by Ruedi Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 141,474 sharesChange vs previous 13F -18,722 shares
1.86% of the 13F portfolio, value $5,950,409.
13F-HR 0001940678-25-000001 filed by Ruedi Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 160,196 sharesChange vs previous 13F -81,807 shares
2.09% of the 13F portfolio, value $6,611,269.
13F-HR 0002046822-25-000002 filed by Ruedi Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 242,003 sharesChange vs previous 13F not available
3.59% of the 13F portfolio, value $10,452,123.
13F-HR 0001940678-24-000005 filed by Ruedi Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).