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Arkadios Wealth Advisors: RDVY position timeline

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

Arkadios Wealth Advisors held 259,141 RDVY 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 259,141 shares
    Change vs previous 13F -140,809 shares

    0.32% of the 13F portfolio, value $21,006,020.

    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 399,950 shares
    Change vs previous 13F +179,136 shares

    0.45% of the 13F portfolio, value $27,308,582.

    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 220,814 shares
    Change vs previous 13F +3,366 shares

    0.3% of the 13F portfolio, value $15,339,972.

    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 217,448 shares
    Change vs previous 13F +2,896 shares

    0.36% of the 13F portfolio, value $14,625,546.

    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 214,552 shares
    Change vs previous 13F +6,641 shares

    0.4% of the 13F portfolio, value $13,460,967.

    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 207,911 shares
    Change vs previous 13F +85,516 shares

    0.46% of the 13F portfolio, value $12,171,116.

    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 122,395 shares
    Change vs previous 13F +25,484 shares

    0.4% of the 13F portfolio, value $7,238,433.

    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 96,911 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $5,738,096.

    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).