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Arkadios Wealth Advisors: RDVI position timeline

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

Arkadios Wealth Advisors held 114,238 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 114,238 shares
    Change vs previous 13F -6,682 shares

    0.05% of the 13F portfolio, value $3,358,609.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 120,920 shares
    Change vs previous 13F +13,139 shares

    0.05% of the 13F portfolio, value $3,089,495.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 107,781 shares
    Change vs previous 13F +3,948 shares

    0.06% of the 13F portfolio, value $2,828,177.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 103,833 shares
    Change vs previous 13F +58,389 shares

    0.07% of the 13F portfolio, value $2,684,076.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 45,444 shares
    Change vs previous 13F +6,401 shares

    0.03% of the 13F portfolio, value $1,122,918.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 39,043 shares
    Change vs previous 13F +8,219 shares

    0.04% of the 13F portfolio, value $926,110.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 30,824 shares
    Change vs previous 13F +1,667 shares

    0.04% of the 13F portfolio, value $747,180.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 29,157 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $718,440.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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