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Ruedi Wealth Management, Inc.: DFEM position timeline

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

Ruedi Wealth Management, Inc. held 301,960 DFEM 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 301,960 shares
    Change vs previous 13F -729 shares

    2.88% of the 13F portfolio, value $12,271,645.

    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 302,689 shares
    Change vs previous 13F -6,379 shares

    2.69% of the 13F portfolio, value $10,457,888.

    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 309,068 shares
    Change vs previous 13F +27,199 shares

    2.68% of the 13F portfolio, value $10,223,971.

    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 281,869 shares
    Change vs previous 13F +12,420 shares

    2.53% of the 13F portfolio, value $9,039,544.

    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 269,449 shares
    Change vs previous 13F -20,583 shares

    2.37% of the 13F portfolio, value $7,997,251.

    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 290,032 shares
    Change vs previous 13F +7,599 shares

    2.4% of the 13F portfolio, value $7,674,252.

    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 282,433 shares
    Change vs previous 13F +29,071 shares

    2.33% of the 13F portfolio, value $7,396,925.

    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 253,362 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $7,132,143.

    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).