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Ruedi Wealth Management, Inc.: SPY position timeline

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

Ruedi Wealth Management, Inc. held 1,374 SPY 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 1,374 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,026,134.

    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 1,374 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $893,551.

    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 1,374 shares
    Change vs previous 13F -154 shares

    0.25% of the 13F portfolio, value $936,847.

    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 1,528 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $1,018,120.

    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 1,528 shares
    Change vs previous 13F +1 shares

    0.28% of the 13F portfolio, value $943,913.

    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 1,527 shares
    Change vs previous 13F +1 shares

    0.27% of the 13F portfolio, value $854,251.

    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 1,526 shares
    Change vs previous 13F -64 shares

    0.28% of the 13F portfolio, value $894,630.

    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 1,590 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $912,084.

    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).