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Disclosery

Atlas Wealth LLC: RDVI position timeline

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

Atlas Wealth LLC held 148,102 RDVI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,102 shares
    Change vs previous 13F +1,148 shares

    0.62% of the 13F portfolio, value $4,354,199.

    13F-HR 0001964106-26-000004 filed by Atlas 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/A 146,954 shares
    Change vs previous 13F +820 shares

    1.13% of the 13F portfolio, value $3,754,675.

    13F-HR/A 0001964106-26-000003 filed by Atlas Wealth 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 146,134 shares
    Change vs previous 13F +17,806 shares

    1.16% of the 13F portfolio, value $3,834,556.

    13F-HR 0001964106-26-000001 filed by Atlas Wealth 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 128,328 shares
    Change vs previous 13F +15,022 shares

    1.07% of the 13F portfolio, value $3,317,279.

    13F-HR 0001964106-25-000002 filed by Atlas Wealth 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 113,306 shares
    Change vs previous 13F +746 shares

    1.03% of the 13F portfolio, value $2,826,985.

    13F-HR 0001765380-25-000288 filed by Atlas Wealth 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 112,560 shares
    Change vs previous 13F -10,119 shares

    1.04% of the 13F portfolio, value $2,669,923.

    13F-HR 0001765380-25-000199 filed by Atlas Wealth 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 122,679 shares
    Change vs previous 13F +47,203 shares

    1.12% of the 13F portfolio, value $2,973,739.

    13F-HR 0001765380-25-000079 filed by Atlas Wealth 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 75,476 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,859,729.

    13F-HR 0001765380-24-000457 filed by Atlas Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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