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Disclosery

Shira Ridge Wealth Management: GOVT position timeline

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

Shira Ridge Wealth Management held 197,243 GOVT 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 197,243 shares
    Change vs previous 13F +1,851 shares

    1.5% of the 13F portfolio, value $4,313,711.

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

  2. period ended2026-06-30
    13F 195,392 shares
    Change vs previous 13F +5,699 shares

    1.55% of the 13F portfolio, value $4,451,030.

    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 189,693 shares
    Change vs previous 13F +34,065 shares

    1.72% of the 13F portfolio, value $4,345,867.

    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 155,628 shares
    Change vs previous 13F +63,020 shares

    1.44% of the 13F portfolio, value $3,583,335.

    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 92,608 shares
    Change vs previous 13F -16,825 shares

    0.91% of the 13F portfolio, value $2,141,097.

    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 109,433 shares
    Change vs previous 13F -7,163 shares

    1.15% of the 13F portfolio, value $2,514,770.

    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 116,596 shares
    Change vs previous 13F -14,699 shares

    1.34% of the 13F portfolio, value $2,679,960.

    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 131,295 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $3,017,159.

    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).