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Disclosery

Shira Ridge Wealth Management: DFSU position timeline

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

Shira Ridge Wealth Management held 23,554 DFSU 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 23,554 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $1,111,042.

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

  2. period ended2026-06-30
    13F 23,554 shares
    Change vs previous 13F -4,085 shares

    0.38% of the 13F portfolio, value $1,098,323.

    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 27,639 shares
    Change vs previous 13F -229 shares

    0.45% of the 13F portfolio, value $1,135,687.

    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 27,868 shares
    Change vs previous 13F -859 shares

    0.49% of the 13F portfolio, value $1,210,307.

    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 28,727 shares
    Change vs previous 13F -2,286 shares

    0.52% of the 13F portfolio, value $1,220,110.

    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 31,013 shares
    Change vs previous 13F -370 shares

    0.56% of the 13F portfolio, value $1,217,260.

    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 31,383 shares
    Change vs previous 13F -1,000 shares

    0.56% of the 13F portfolio, value $1,123,825.

    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 32,383 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,227,316.

    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).