Skip to content
Disclosery

Ruedi Wealth Management, Inc.: DFUS position timeline

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

Ruedi Wealth Management, Inc. held 262,879 DFUS 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 262,879 shares
    Change vs previous 13F -6,820 shares

    5.05% of the 13F portfolio, value $21,540,293.

    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 269,699 shares
    Change vs previous 13F +8,651 shares

    4.93% of the 13F portfolio, value $19,124,330.

    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 261,048 shares
    Change vs previous 13F -14,499 shares

    5.07% of the 13F portfolio, value $19,361,958.

    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 275,547 shares
    Change vs previous 13F -4,715 shares

    5.59% of the 13F portfolio, value $19,960,654.

    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 280,262 shares
    Change vs previous 13F -8,641 shares

    5.57% of the 13F portfolio, value $18,783,191.

    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 288,903 shares
    Change vs previous 13F +2,846 shares

    5.47% of the 13F portfolio, value $17,472,831.

    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 286,057 shares
    Change vs previous 13F +11,983 shares

    5.76% of the 13F portfolio, value $18,236,138.

    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 274,074 shares
    Change vs previous 13F not available

    5.85% of the 13F portfolio, value $17,047,420.

    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).