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Disclosery

Shira Ridge Wealth Management: FLOT position timeline

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

Shira Ridge Wealth Management held 234,159 FLOT 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 234,159 shares
    Change vs previous 13F +19,465 shares

    4.16% of the 13F portfolio, value $11,953,809.

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

  2. period ended2026-06-30
    13F 214,694 shares
    Change vs previous 13F +30,245 shares

    3.82% of the 13F portfolio, value $10,960,136.

    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 184,449 shares
    Change vs previous 13F +45,716 shares

    3.72% of the 13F portfolio, value $9,397,679.

    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 138,733 shares
    Change vs previous 13F +58,813 shares

    2.83% of the 13F portfolio, value $7,055,963.

    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 79,920 shares
    Change vs previous 13F +11,380 shares

    1.73% of the 13F portfolio, value $4,082,716.

    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 68,540 shares
    Change vs previous 13F -3,842 shares

    1.6% of the 13F portfolio, value $3,496,913.

    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 72,382 shares
    Change vs previous 13F +1,451 shares

    1.84% of the 13F portfolio, value $3,695,103.

    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 70,931 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $3,608,971.

    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).