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CARLSON FINANCIAL, INC.: RDVY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARLSON FINANCIAL, INC. on RDVY, newest first. How the timeline and the estimate are built.

CARLSON FINANCIAL, INC. held 64,855 RDVY shares at 2026-06-30 per its 13F-HR filed 2026-08-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,855 shares
    Change vs previous 13F -2,413 shares

    2.68% of the 13F portfolio, value $5,256,881.

    13F-HR 0002085853-26-001066 filed by CARLSON FINANCIAL, 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 67,268 shares
    Change vs previous 13F -82 shares

    2.71% of the 13F portfolio, value $4,593,044.

    13F-HR 0002085853-26-001065 filed by CARLSON FINANCIAL, 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 67,350 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $4,678,796.

    13F-HR 0002085853-26-001064 filed by CARLSON FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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