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Disclosery

1776 Wealth LLC: RDVI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1776 Wealth LLC on RDVI, newest first. How the timeline and the estimate are built.

1776 Wealth LLC held 25,157 RDVI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,157 shares
    Change vs previous 13F +1,638 shares

    0.26% of the 13F portfolio, value $739,616.

    13F-HR 0001803140-26-000004 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 23,519 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $600,910.

    13F-HR 0001803140-26-000002 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).