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Ridgeline Wealth, LLC

SEC CIK
0001934226
Latest filing
Jul 6, 2026

AJG holding history

Arthur J. Gallagher & Co. in every 13F filed by Ridgeline Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AJG overviewAll 13F holders of AJGFull Q2 2026 holdings

Shares (Q2 2026)
1,295
Value
$297.3K
% of portfolio
0.2%
Quarters held
7
Since Q4 2024
Holdings of AJG by Ridgeline Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,295$297.3K0.2%00.0%UnchangedHolders
Q1 20261,295$280.5K0.2%00.0%UnchangedHolders
Q4 20251,295$335.1K0.2%00.0%UnchangedHolders
Q3 20251,295$401.1K0.3%00.0%UnchangedHolders
Q2 20251,295$414.6K0.3%00.0%UnchangedHolders
Q1 20251,295$447.1K0.4%00.0%UnchangedHolders
Q4 20241,295$367.6K0.3%–No prior filingHolders