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Disclosery

Shira Ridge Wealth Management: DFUS position timeline

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

Shira Ridge Wealth Management held 12,060 DFUS 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 12,060 shares
    Change vs previous 13F -98 shares

    0.35% of the 13F portfolio, value $1,001,333.

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

  2. period ended2026-06-30
    13F 12,158 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $996,202.

    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 12,158 shares
    Change vs previous 13F -91 shares

    0.34% of the 13F portfolio, value $862,102.

    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 12,249 shares
    Change vs previous 13F -173 shares

    0.36% of the 13F portfolio, value $908,486.

    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 12,422 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $899,828.

    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 12,422 shares
    Change vs previous 13F +15 shares

    0.38% of the 13F portfolio, value $832,502.

    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 12,407 shares
    Change vs previous 13F -1,599 shares

    0.37% of the 13F portfolio, value $750,357.

    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 14,006 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $892,863.

    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).