Shira Ridge Wealth Management

13F Filings History

Latest 13F report
Q3 2024 - Oct 10, 2024
Value $
$196M
Signature - Title
Aryn Sands - Agent
Location
Larkspur, CA
Summary
This page shows a list of all the recent 13F filings made by Shira Ridge Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Shira Ridge Wealth Management reported 81 stock holdings with total value $196M as of Q3 2024. Top holdings included SUSA, DFAU, IXN, YLDE, and ESGD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 81 $196M +$21M -$13M +$8.03M SUSA, DFAU, IXN, YLDE, ESGD 13F-HR 10/10/2024, 02:22 PM
Q2 2024 75 $179M +$4.48M -$4.02M +$469K SUSA, DFAU, IXN, YLDE, ESGD 13F-HR 7/11/2024, 08:42 PM
Q1 2024 73 $175M +$5.78M -$8.2M -$2.43M SUSA, DFAU, IXN, YLDE, ESGD 13F-HR 4/18/2024, 01:04 PM
Q4 2023 74 $167M +$12.1M -$12.7M -$566K SUSA, DFAU, IXN, ESGD, DFAI 13F-HR 1/10/2024, 01:49 PM
Q3 2023 67 $152M +$4.66M -$5.86M -$1.2M SUSA, DFAU, IXN, HDV, ESGD 13F-HR 10/10/2023, 07:28 PM
Q2 2023 65 $160M +$3.78M -$3.96M -$181K SUSA, DFAU, IXN, HDV, ESGD 13F-HR 7/12/2023, 04:56 PM
Q1 2023 63 $151M +$4.32M -$6.73M -$2.42M SUSA, DFAU, IXN, HDV, ESGD 13F-HR 5/8/2023, 04:42 PM
Q4 2022 58 $145M $0 $0 SUSA, DFAU, HDV, IXN, ESGD 13F-HR 1/12/2023, 12:31 PM