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Disclosery

Shira Ridge Wealth Management: DFSI position timeline

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

Shira Ridge Wealth Management held 13,340 DFSI 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 13,340 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $602,568.

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

  2. period ended2026-06-30
    13F 13,340 shares
    Change vs previous 13F -4,420 shares

    0.21% of the 13F portfolio, value $601,634.

    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 17,760 shares
    Change vs previous 13F -1,464 shares

    0.3% of the 13F portfolio, value $753,024.

    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 19,224 shares
    Change vs previous 13F -366 shares

    0.33% of the 13F portfolio, value $823,652.

    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 19,590 shares
    Change vs previous 13F +616 shares

    0.34% of the 13F portfolio, value $802,212.

    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 18,974 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $747,765.

    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 18,974 shares
    Change vs previous 13F -5,568 shares

    0.33% of the 13F portfolio, value $662,003.

    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 24,542 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $806,205.

    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).