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Disclosery

Shira Ridge Wealth Management: IGM position timeline

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

Shira Ridge Wealth Management held 99,967 IGM 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 99,967 shares
    Change vs previous 13F -6,122 shares

    5.87% of the 13F portfolio, value $16,898,432.

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

  2. period ended2026-06-30
    13F 106,089 shares
    Change vs previous 13F -5,720 shares

    6.05% of the 13F portfolio, value $17,354,098.

    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 111,809 shares
    Change vs previous 13F +21,680 shares

    5.24% of the 13F portfolio, value $13,250,515.

    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 90,129 shares
    Change vs previous 13F -7,009 shares

    4.68% of the 13F portfolio, value $11,641,085.

    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 97,138 shares
    Change vs previous 13F +371 shares

    5.19% of the 13F portfolio, value $12,234,540.

    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 96,767 shares
    Change vs previous 13F +10,086 shares

    4.97% of the 13F portfolio, value $10,870,805.

    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 86,681 shares
    Change vs previous 13F not available

    3.92% of the 13F portfolio, value $7,859,366.

    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).