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CALTON & ASSOCIATES, INC.: RDVI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CALTON & ASSOCIATES, INC. on RDVI, newest first. How the timeline and the estimate are built.

CALTON & ASSOCIATES, INC. held 69,431 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 69,431 shares
    Change vs previous 13F -33,288 shares

    0.3% of the 13F portfolio, value $2,041,270.

    13F-HR 0001172661-26-003203 filed by CALTON & ASSOCIATES, INC.
    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 102,719 shares
    Change vs previous 13F -19,955 shares

    0.38% of the 13F portfolio, value $2,624,471.

    13F-HR 0001172661-26-001798 filed by CALTON & ASSOCIATES, INC.
    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 122,674 shares
    Change vs previous 13F +17,307 shares

    0.47% of the 13F portfolio, value $3,218,964.

    13F-HR 0001172661-26-000574 filed by CALTON & ASSOCIATES, INC.
    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 105,367 shares
    Change vs previous 13F +66,705 shares

    0.41% of the 13F portfolio, value $2,723,740.

    13F-HR 0001172661-25-004622 filed by CALTON & ASSOCIATES, INC.
    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 38,662 shares
    Change vs previous 13F +15,028 shares

    0.17% of the 13F portfolio, value $955,343.

    13F-HR 0001172661-25-003047 filed by CALTON & ASSOCIATES, INC.
    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/A 23,634 shares
    Change vs previous 13F +6,310 shares

    0.13% of the 13F portfolio, value $560,588.

    13F-HR/A 0001172661-25-002159 filed by CALTON & ASSOCIATES, INC.
    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 17,324 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $419,934.

    13F-HR 0001172661-25-000329 filed by CALTON & ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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