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Ruedi Wealth Management, Inc.: DFUV position timeline

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

Ruedi Wealth Management, Inc. held 325,745 DFUV 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 325,745 shares
    Change vs previous 13F -3,837 shares

    4.2% of the 13F portfolio, value $17,919,227.

    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 329,582 shares
    Change vs previous 13F -3,783 shares

    4.11% of the 13F portfolio, value $15,971,523.

    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 333,365 shares
    Change vs previous 13F -17,231 shares

    4.07% of the 13F portfolio, value $15,531,460.

    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 350,596 shares
    Change vs previous 13F -2,192 shares

    4.39% of the 13F portfolio, value $15,668,114.

    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 352,788 shares
    Change vs previous 13F -1,882 shares

    4.42% of the 13F portfolio, value $14,915,864.

    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 354,670 shares
    Change vs previous 13F -6,706 shares

    4.57% of the 13F portfolio, value $14,615,933.

    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 361,376 shares
    Change vs previous 13F -10,517 shares

    4.67% of the 13F portfolio, value $14,787,517.

    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 371,893 shares
    Change vs previous 13F not available

    5.32% of the 13F portfolio, value $15,504,204.

    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).