Skip to content
Disclosery

Ruedi Wealth Management, Inc.: DFSU position timeline

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

Ruedi Wealth Management, Inc. held 16,816 DFSU 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 16,816 shares
    Change vs previous 13F -647 shares

    0.18% of the 13F portfolio, value $784,130.

    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 17,463 shares
    Change vs previous 13F +1,635 shares

    0.18% of the 13F portfolio, value $717,571.

    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 15,828 shares
    Change vs previous 13F +713 shares

    0.18% of the 13F portfolio, value $687,405.

    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 15,115 shares
    Change vs previous 13F +1,342 shares

    0.18% of the 13F portfolio, value $641,953.

    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 13,773 shares
    Change vs previous 13F +106 shares

    0.16% of the 13F portfolio, value $540,590.

    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 13,667 shares
    Change vs previous 13F +1,348 shares

    0.15% of the 13F portfolio, value $489,415.

    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 12,319 shares
    Change vs previous 13F +933 shares

    0.15% of the 13F portfolio, value $466,890.

    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 11,386 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $423,331.

    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).