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Disclosery

Shira Ridge Wealth Management: DFSD position timeline

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

Shira Ridge Wealth Management held 321,666 DFSD 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 321,666 shares
    Change vs previous 13F +25,262 shares

    5.2% of the 13F portfolio, value $14,948,443.

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

  2. period ended2026-06-30
    13F 296,404 shares
    Change vs previous 13F +13,174 shares

    4.94% of the 13F portfolio, value $14,153,291.

    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 283,230 shares
    Change vs previous 13F +38,556 shares

    5.37% of the 13F portfolio, value $13,561,052.

    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 244,674 shares
    Change vs previous 13F +66,924 shares

    4.71% of the 13F portfolio, value $11,732,118.

    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 177,750 shares
    Change vs previous 13F +9,990 shares

    3.63% of the 13F portfolio, value $8,565,773.

    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 167,760 shares
    Change vs previous 13F -8,833 shares

    3.68% of the 13F portfolio, value $8,054,158.

    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 176,593 shares
    Change vs previous 13F -4,112 shares

    4.18% of the 13F portfolio, value $8,391,699.

    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 180,705 shares
    Change vs previous 13F not available

    4.14% of the 13F portfolio, value $8,471,450.

    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).