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Disclosery

Capital Asset Advisory Services LLC: RDVY position timeline

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

Capital Asset Advisory Services LLC held 53,387 RDVY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,387 shares
    Change vs previous 13F -194 shares

    0.16% of the 13F portfolio, value $4,327,519.

    13F-HR 0001941040-26-000611 filed by Capital Asset Advisory Services 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 53,581 shares
    Change vs previous 13F +1,403 shares

    0.15% of the 13F portfolio, value $3,992,826.

    13F-HR 0001941040-26-000267 filed by Capital Asset Advisory Services 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 52,178 shares
    Change vs previous 13F -1,829 shares

    0.15% of the 13F portfolio, value $3,777,133.

    13F-HR 0001941040-26-000010 filed by Capital Asset Advisory Services 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 54,007 shares
    Change vs previous 13F +1,459 shares

    0.16% of the 13F portfolio, value $3,632,497.

    13F-HR 0001941040-25-000533 filed by Capital Asset Advisory Services 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 52,548 shares
    Change vs previous 13F -7,058 shares

    0.16% of the 13F portfolio, value $3,329,466.

    13F-HR 0001941040-25-000332 filed by Capital Asset Advisory Services 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 59,606 shares
    Change vs previous 13F -2,113 shares

    0.18% of the 13F portfolio, value $3,529,851.

    13F-HR 0001941040-25-000196 filed by Capital Asset Advisory Services 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 61,719 shares
    Change vs previous 13F +217 shares

    0.18% of the 13F portfolio, value $3,682,152.

    13F-HR 0001398344-25-000896 filed by Capital Asset Advisory Services 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 61,502 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,623,678.

    13F-HR 0001398344-24-018961 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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