Position in TDG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$540,808
+$70,271 QoQ
Shares Held
406
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#703
of 1,139 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TDG Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Shira Ridge Wealth Management holds $786,722 across 2 Aerospace & Defense names. TDG ranks #1 (68.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDG |
TransDigm Group INC
This page
|
406 | $540,808 | |
| 2 | GE |
General Electric Co
|
658 | $245,914 |
All Filings in TDG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $540,808 | 406 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $470,537 | 406 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $539,919 | 406 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $535,116 | 406 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $617,379 | 406 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $561,615 | 406 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $514,515 | 406 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $579,414 | 406 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,240,559 | 971 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,673,803 | 2,171 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,196,183 | 2,171 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,830,435 | 2,171 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,941,243 | 2,171 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,600,135 | 2,171 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,366,970 | 2,171 | Shares | Sole | 2023-01-12 | |
| No filing history on record for this holder in this stock. | ||||||