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AXXCESS WEALTH MANAGEMENT, LLC: RDVY position timeline

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

AXXCESS WEALTH MANAGEMENT, LLC held 102,856 RDVY 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 102,856 shares
    Change vs previous 13F +73 shares

    0.13% of the 13F portfolio, value $8,337,473.

    13F-HR 0001951757-26-001071 filed by AXXCESS 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 102,783 shares
    Change vs previous 13F +8,629 shares

    0.22% of the 13F portfolio, value $7,018,017.

    13F-HR 0001951757-26-000760 filed by AXXCESS 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/A 94,154 shares
    Change vs previous 13F +21,319 shares

    0.12% of the 13F portfolio, value $6,540,893.

    13F-HR/A 0001951757-26-000480 filed by AXXCESS 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 72,835 shares
    Change vs previous 13F +1,456 shares

    0.1% of the 13F portfolio, value $4,898,871.

    13F-HR 0001951757-25-001345 filed by AXXCESS 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 71,379 shares
    Change vs previous 13F -7,032 shares

    0.11% of the 13F portfolio, value $4,478,345.

    13F-HR 0001951757-25-000970 filed by AXXCESS 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 78,411 shares
    Change vs previous 13F -2,014 shares

    0.13% of the 13F portfolio, value $4,590,174.

    13F-HR 0001951757-25-000486 filed by AXXCESS 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 80,425 shares
    Change vs previous 13F +405 shares

    0.12% of the 13F portfolio, value $4,756,356.

    13F-HR 0001951757-25-000224 filed by AXXCESS 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 80,020 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,737,967.

    13F-HR 0001951757-24-001150 filed by AXXCESS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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