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Ruedi Wealth Management, Inc.: DFIC position timeline

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

Ruedi Wealth Management, Inc. held 477,389 DFIC 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 477,389 shares
    Change vs previous 13F +18,576 shares

    4.17% of the 13F portfolio, value $17,787,524.

    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 458,813 shares
    Change vs previous 13F -23,678 shares

    4.2% of the 13F portfolio, value $16,301,610.

    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 482,491 shares
    Change vs previous 13F +73,772 shares

    4.36% of the 13F portfolio, value $16,626,649.

    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 408,719 shares
    Change vs previous 13F +27,168 shares

    3.75% of the 13F portfolio, value $13,401,905.

    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 381,551 shares
    Change vs previous 13F -10,309 shares

    3.52% of the 13F portfolio, value $11,862,417.

    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 391,860 shares
    Change vs previous 13F +8,026 shares

    3.41% of the 13F portfolio, value $10,881,961.

    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 383,834 shares
    Change vs previous 13F +31,199 shares

    3.13% of the 13F portfolio, value $9,920,277.

    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 352,635 shares
    Change vs previous 13F not available

    3.41% of the 13F portfolio, value $9,923,139.

    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).