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Ruedi Wealth Management, Inc.: DFLV position timeline

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

Ruedi Wealth Management, Inc. held 255,378 DFLV 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 255,378 shares
    Change vs previous 13F -4,816 shares

    2.37% of the 13F portfolio, value $10,097,634.

    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 260,194 shares
    Change vs previous 13F +26,424 shares

    2.39% of the 13F portfolio, value $9,291,528.

    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 233,770 shares
    Change vs previous 13F +7,579 shares

    2.1% of the 13F portfolio, value $7,997,267.

    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 226,191 shares
    Change vs previous 13F -70 shares

    2.08% of the 13F portfolio, value $7,441,676.

    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 226,261 shares
    Change vs previous 13F -93,516 shares

    2.08% of the 13F portfolio, value $7,018,628.

    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 319,777 shares
    Change vs previous 13F +26,549 shares

    3.06% of the 13F portfolio, value $9,775,595.

    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 293,228 shares
    Change vs previous 13F +40,969 shares

    2.78% of the 13F portfolio, value $8,805,647.

    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 252,259 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $7,772,095.

    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).