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Disclosery

Beacon Financial Advisory LLC: RDVY position timeline

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

Beacon Financial Advisory LLC held 35,571 RDVY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,571 shares
    Change vs previous 13F +4,392 shares

    0.57% of the 13F portfolio, value $2,883,375.

    13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory 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 31,179 shares
    Change vs previous 13F +12,534 shares

    0.48% of the 13F portfolio, value $2,128,921.

    13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory 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 18,645 shares
    Change vs previous 13F +703 shares

    0.3% of the 13F portfolio, value $1,295,296.

    13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory 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 17,942 shares
    Change vs previous 13F -421 shares

    0.28% of the 13F portfolio, value $1,206,750.

    13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory 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 18,363 shares
    Change vs previous 13F -372 shares

    0.3% of the 13F portfolio, value $1,152,093.

    13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory 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 18,735 shares
    Change vs previous 13F +1,342 shares

    0.33% of the 13F portfolio, value $1,096,743.

    13F-HR 0001667731-25-000506 filed by Beacon Financial Advisory 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 17,393 shares
    Change vs previous 13F -76,142 shares

    0.33% of the 13F portfolio, value $1,028,627.

    13F-HR 0001667731-25-000137 filed by Beacon Financial Advisory 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 93,535 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $5,538,216.

    13F-HR 0001800502-24-000005 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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