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Ruedi Wealth Management, Inc.: DFGR position timeline

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

Ruedi Wealth Management, Inc. held 199,828 DFGR 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 199,828 shares
    Change vs previous 13F +8,862 shares

    1.36% of the 13F portfolio, value $5,789,006.

    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 190,966 shares
    Change vs previous 13F +17,488 shares

    1.31% of the 13F portfolio, value $5,075,866.

    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 173,478 shares
    Change vs previous 13F +30,575 shares

    1.2% of the 13F portfolio, value $4,583,292.

    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 142,903 shares
    Change vs previous 13F +9,367 shares

    1.09% of the 13F portfolio, value $3,902,688.

    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 133,536 shares
    Change vs previous 13F +7,384 shares

    1.06% of the 13F portfolio, value $3,582,773.

    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 126,152 shares
    Change vs previous 13F -1,398 shares

    1.04% of the 13F portfolio, value $3,312,752.

    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 127,550 shares
    Change vs previous 13F +27,599 shares

    1.03% of the 13F portfolio, value $3,257,627.

    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 99,951 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $2,884,590.

    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).