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Ruedi Wealth Management, Inc.: DFSD position timeline

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

Ruedi Wealth Management, Inc. held 1,144,966 DFSD 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 1,144,966 shares
    Change vs previous 13F +47,663 shares

    12.82% of the 13F portfolio, value $54,672,128.

    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 1,097,303 shares
    Change vs previous 13F +54,458 shares

    13.53% of the 13F portfolio, value $52,538,854.

    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 1,042,845 shares
    Change vs previous 13F +71,749 shares

    13.1% of the 13F portfolio, value $50,004,432.

    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 971,096 shares
    Change vs previous 13F +41,532 shares

    13.1% of the 13F portfolio, value $46,797,110.

    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 929,564 shares
    Change vs previous 13F +37,593 shares

    13.24% of the 13F portfolio, value $44,628,372.

    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 891,971 shares
    Change vs previous 13F +11,016 shares

    13.26% of the 13F portfolio, value $42,386,479.

    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 880,955 shares
    Change vs previous 13F +283,905 shares

    13.04% of the 13F portfolio, value $41,299,193.

    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 597,050 shares
    Change vs previous 13F not available

    9.78% of the 13F portfolio, value $28,503,161.

    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).