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Ruedi Wealth Management, Inc.: DFGP position timeline

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

Ruedi Wealth Management, Inc. held 1,053,280 DFGP 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 1,053,280 shares
    Change vs previous 13F +60,240 shares

    13.46% of the 13F portfolio, value $57,361,606.

    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 993,040 shares
    Change vs previous 13F +74,122 shares

    13.81% of the 13F portfolio, value $53,614,234.

    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 918,918 shares
    Change vs previous 13F +74,207 shares

    13.02% of the 13F portfolio, value $49,685,890.

    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 844,711 shares
    Change vs previous 13F +23,555 shares

    13.14% of the 13F portfolio, value $46,940,605.

    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 821,156 shares
    Change vs previous 13F +34,893 shares

    13.27% of the 13F portfolio, value $44,744,777.

    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 786,263 shares
    Change vs previous 13F +34,082 shares

    13.15% of the 13F portfolio, value $42,010,059.

    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 752,181 shares
    Change vs previous 13F +273,779 shares

    12.54% of the 13F portfolio, value $39,737,729.

    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 478,402 shares
    Change vs previous 13F not available

    9.05% of the 13F portfolio, value $26,359,967.

    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).