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Disclosery

AE Wealth Management LLC: RDVY position timeline

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

AE Wealth Management LLC held 127,709 RDVY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,709 shares
    Change vs previous 13F +27,487 shares

    0.05% of the 13F portfolio, value $10,352,057.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management 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 100,222 shares
    Change vs previous 13F -1,232 shares

    0.04% of the 13F portfolio, value $6,843,201.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 101,454 shares
    Change vs previous 13F +8,043 shares

    0.04% of the 13F portfolio, value $7,048,008.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 93,411 shares
    Change vs previous 13F +23,437 shares

    0.04% of the 13F portfolio, value $6,282,806.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 69,974 shares
    Change vs previous 13F -1,886 shares

    0.03% of the 13F portfolio, value $4,390,157.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 71,860 shares
    Change vs previous 13F +25,702 shares

    0.04% of the 13F portfolio, value $4,206,681.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 46,158 shares
    Change vs previous 13F +783 shares

    0.02% of the 13F portfolio, value $2,729,813.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 45,375 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,686,633.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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