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Disclosery

Annex Advisory Services, LLC: RDVT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Annex Advisory Services, LLC on RDVT, newest first. How the timeline and the estimate are built.

Annex Advisory Services, LLC held 46,032 RDVT shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,032 shares
    Change vs previous 13F -163 shares

    0.05% of the 13F portfolio, value $2,933,149.

    13F-HR 0001542287-26-000003 filed by Annex Advisory Services, 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 46,195 shares
    Change vs previous 13F -9,698 shares

    0.03% of the 13F portfolio, value $1,598,342.

    13F-HR 0001542287-26-000002 filed by Annex Advisory Services, 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 55,893 shares
    Change vs previous 13F -945 shares

    0.06% of the 13F portfolio, value $3,183,098.

    13F-HR 0001542287-26-000001 filed by Annex Advisory Services, 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 56,838 shares
    Change vs previous 13F -9,287 shares

    0.06% of the 13F portfolio, value $2,969,778.

    13F-HR 0001542287-25-000002 filed by Annex Advisory Services, 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 66,125 shares
    Change vs previous 13F +2,512 shares

    0.08% of the 13F portfolio, value $3,253,342.

    13F-HR 0001085146-25-003756 filed by Annex Advisory Services, 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 63,613 shares
    Change vs previous 13F +33,768 shares

    0.07% of the 13F portfolio, value $2,391,207.

    13F-HR 0001085146-25-002042 filed by Annex Advisory Services, 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 29,845 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,080,389.

    13F-HR 0001085146-25-000240 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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