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Ruedi Wealth Management, Inc.: DUSB position timeline

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

Ruedi Wealth Management, Inc. held 164,162 DUSB 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 164,162 shares
    Change vs previous 13F +13,141 shares

    1.96% of the 13F portfolio, value $8,336,126.

    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 151,021 shares
    Change vs previous 13F -5,418 shares

    1.97% of the 13F portfolio, value $7,658,280.

    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 156,439 shares
    Change vs previous 13F +12,686 shares

    2.08% of the 13F portfolio, value $7,923,647.

    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 143,753 shares
    Change vs previous 13F +18,306 shares

    2.04% of the 13F portfolio, value $7,299,801.

    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 125,447 shares
    Change vs previous 13F +2,404 shares

    1.89% of the 13F portfolio, value $6,366,454.

    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 123,043 shares
    Change vs previous 13F +1,342 shares

    1.95% of the 13F portfolio, value $6,241,993.

    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 121,701 shares
    Change vs previous 13F +8,524 shares

    1.94% of the 13F portfolio, value $6,156,863.

    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 113,177 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $5,746,021.

    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).