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Disclosery

Shira Ridge Wealth Management: DFSB position timeline

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

Shira Ridge Wealth Management held 203,256 DFSB 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 203,256 shares
    Change vs previous 13F +76,333 shares

    3.5% of the 13F portfolio, value $10,071,273.

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

  2. period ended2026-06-30
    13F 126,923 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $6,613,958.

    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 ยง4.2).