Skip to content
Disclosery

Shira Ridge Wealth Management: IETC position timeline

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

Shira Ridge Wealth Management held 15,460 IETC 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 15,460 shares
    Change vs previous 13F -768 shares

    0.61% of the 13F portfolio, value $1,764,786.

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

  2. period ended2026-06-30
    13F 16,228 shares
    Change vs previous 13F -733 shares

    0.61% of the 13F portfolio, value $1,742,086.

    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 16,961 shares
    Change vs previous 13F -134 shares

    0.59% of the 13F portfolio, value $1,499,000.

    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 17,095 shares
    Change vs previous 13F -108 shares

    0.7% of the 13F portfolio, value $1,736,665.

    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 17,203 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $1,753,486.

    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 17,203 shares
    Change vs previous 13F -123 shares

    0.74% of the 13F portfolio, value $1,617,068.

    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 17,326 shares
    Change vs previous 13F -4,134 shares

    0.65% of the 13F portfolio, value $1,298,417.

    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 21,460 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,830,997.

    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).