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DENVER WEALTH MANAGEMENT, INC.: RDVY position timeline

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

DENVER WEALTH MANAGEMENT, INC. held 167,798 RDVY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 167,798 shares
    Change vs previous 13F +8,540 shares

    3.89% of the 13F portfolio, value $13,601,681.

    13F-HR 0001951757-26-001146 filed by DENVER WEALTH MANAGEMENT, 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 159,258 shares
    Change vs previous 13F +9,469 shares

    3.74% of the 13F portfolio, value $10,874,060.

    13F-HR 0001951757-26-000741 filed by DENVER WEALTH MANAGEMENT, 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 149,789 shares
    Change vs previous 13F +1,866 shares

    3.69% of the 13F portfolio, value $10,405,766.

    13F-HR 0001951757-26-000431 filed by DENVER WEALTH MANAGEMENT, 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 147,923 shares
    Change vs previous 13F +1,113 shares

    3.67% of the 13F portfolio, value $9,949,228.

    13F-HR 0001951757-25-001385 filed by DENVER WEALTH MANAGEMENT, 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 146,810 shares
    Change vs previous 13F +23,180 shares

    3.81% of the 13F portfolio, value $9,210,850.

    13F-HR 0001951757-25-001073 filed by DENVER WEALTH MANAGEMENT, 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 123,630 shares
    Change vs previous 13F -516 shares

    3.3% of the 13F portfolio, value $7,237,246.

    13F-HR 0001951757-25-000390 filed by DENVER WEALTH MANAGEMENT, 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 124,146 shares
    Change vs previous 13F +2,078 shares

    3.31% of the 13F portfolio, value $7,341,975.

    13F-HR 0001951757-25-000098 filed by DENVER WEALTH MANAGEMENT, INC.
    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 122,068 shares
    Change vs previous 13F not available

    3.35% of the 13F portfolio, value $7,227,590.

    13F-HR 0001951757-24-001085 filed by DENVER WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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