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Disclosery

Shira Ridge Wealth Management: YLDE position timeline

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

Shira Ridge Wealth Management held 187,712 YLDE 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 187,712 shares
    Change vs previous 13F -948 shares

    3.57% of the 13F portfolio, value $10,257,105.

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

  2. period ended2026-06-30
    13F 188,660 shares
    Change vs previous 13F -705 shares

    3.66% of the 13F portfolio, value $10,493,482.

    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 189,365 shares
    Change vs previous 13F -1,719 shares

    4.05% of the 13F portfolio, value $10,224,367.

    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 191,084 shares
    Change vs previous 13F +10,618 shares

    4.16% of the 13F portfolio, value $10,354,350.

    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 180,466 shares
    Change vs previous 13F +1,736 shares

    4.18% of the 13F portfolio, value $9,855,727.

    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 178,730 shares
    Change vs previous 13F -736 shares

    4.3% of the 13F portfolio, value $9,404,792.

    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 179,466 shares
    Change vs previous 13F -8,153 shares

    4.63% of the 13F portfolio, value $9,289,154.

    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 187,619 shares
    Change vs previous 13F not available

    4.66% of the 13F portfolio, value $9,526,864.

    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).