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Ruedi Wealth Management, Inc.: DFIS position timeline

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

Ruedi Wealth Management, Inc. held 72,845 DFIS 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 72,845 shares
    Change vs previous 13F +1,394 shares

    0.6% of the 13F portfolio, value $2,551,754.

    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 71,451 shares
    Change vs previous 13F +4,678 shares

    0.62% of the 13F portfolio, value $2,405,764.

    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 66,773 shares
    Change vs previous 13F +790 shares

    0.58% of the 13F portfolio, value $2,199,491.

    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 65,983 shares
    Change vs previous 13F +443 shares

    0.58% of the 13F portfolio, value $2,087,054.

    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 65,540 shares
    Change vs previous 13F -16,958 shares

    0.58% of the 13F portfolio, value $1,955,727.

    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 82,498 shares
    Change vs previous 13F +640 shares

    0.67% of the 13F portfolio, value $2,131,755.

    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 81,858 shares
    Change vs previous 13F +12,843 shares

    0.63% of the 13F portfolio, value $2,010,034.

    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 69,015 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,851,681.

    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).