Skip to content
Disclosery

Ruedi Wealth Management, Inc.: DISV position timeline

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

Ruedi Wealth Management, Inc. held 101,599 DISV 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 101,599 shares
    Change vs previous 13F +701 shares

    0.96% of the 13F portfolio, value $4,077,168.

    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 100,898 shares
    Change vs previous 13F -8,215 shares

    1.02% of the 13F portfolio, value $3,979,432.

    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 109,113 shares
    Change vs previous 13F -1,465 shares

    1.09% of the 13F portfolio, value $4,146,300.

    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 110,578 shares
    Change vs previous 13F -2,248 shares

    1.1% of the 13F portfolio, value $3,946,523.

    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 112,826 shares
    Change vs previous 13F -22,420 shares

    1.1% of the 13F portfolio, value $3,713,096.

    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 135,246 shares
    Change vs previous 13F +3,621 shares

    1.23% of the 13F portfolio, value $3,938,353.

    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 131,625 shares
    Change vs previous 13F +16,427 shares

    1.1% of the 13F portfolio, value $3,497,283.

    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 115,198 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $3,347,647.

    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).