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Delta Investment Management, LLC: RDVI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Delta Investment Management, LLC on RDVI, newest first. How the timeline and the estimate are built.

Delta Investment Management, LLC held 140,825 RDVI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,825 shares
    Change vs previous 13F +10,781 shares

    0.68% of the 13F portfolio, value $4,140,261.

    13F-HR 0001757043-26-000004 filed by Delta Investment 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 130,044 shares
    Change vs previous 13F +10,051 shares

    0.59% of the 13F portfolio, value $3,322,630.

    13F-HR 0001757043-26-000003 filed by Delta Investment 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 119,993 shares
    Change vs previous 13F +13,446 shares

    0.55% of the 13F portfolio, value $3,148,621.

    13F-HR 0001757043-26-000002 filed by Delta Investment 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 106,547 shares
    Change vs previous 13F +26,770 shares

    0.49% of the 13F portfolio, value $2,754,232.

    13F-HR 0001757043-25-000003 filed by Delta Investment 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 79,777 shares
    Change vs previous 13F +7,889 shares

    0.38% of the 13F portfolio, value $1,971,278.

    13F-HR 0001095449-25-000056 filed by Delta Investment 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 71,888 shares
    Change vs previous 13F -20,280 shares

    0.34% of the 13F portfolio, value $1,705,195.

    13F-HR 0001095449-25-000035 filed by Delta Investment 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 92,168 shares
    Change vs previous 13F +33,155 shares

    0.44% of the 13F portfolio, value $2,234,158.

    13F-HR 0001095449-25-000007 filed by Delta Investment 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 59,013 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,454,089.

    13F-HR 0001095449-24-000086 filed by Delta Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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