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Disclosery

Shira Ridge Wealth Management: DFAT position timeline

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

Shira Ridge Wealth Management held 11,831 DFAT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,831 shares
    Change vs previous 13F -1,173 shares

    0.27% of the 13F portfolio, value $786,058.

    13F-HR 0001754960-26-000834 filed by Shira Ridge Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,004 shares
    Change vs previous 13F -194 shares

    0.32% of the 13F portfolio, value $908,980.

    13F-HR 0001754960-26-000452 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 13,198 shares
    Change vs previous 13F -273 shares

    0.33% of the 13F portfolio, value $824,215.

    13F-HR 0001754960-26-000222 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 13,471 shares
    Change vs previous 13F -43,232 shares

    0.32% of the 13F portfolio, value $802,063.

    13F-HR 0001754960-26-000022 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 56,703 shares
    Change vs previous 13F -68 shares

    1.4% of the 13F portfolio, value $3,300,682.

    13F-HR 0001754960-25-000690 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 56,771 shares
    Change vs previous 13F -821 shares

    1.4% of the 13F portfolio, value $3,063,363.

    13F-HR 0001754960-25-000346 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 57,592 shares
    Change vs previous 13F -3,494 shares

    1.48% of the 13F portfolio, value $2,965,412.

    13F-HR 0001754960-25-000187 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 61,086 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $3,400,047.

    13F-HR 0001754960-25-000010 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).