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Disclosery

Echo Wealth Management, LLC: RDVI position timeline

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

Echo Wealth Management, LLC held 330,875 RDVI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 330,875 shares
    Change vs previous 13F +23,709 shares

    4.96% of the 13F portfolio, value $9,727,725.

    13F-HR 0001398344-26-012617 filed by Echo Wealth 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 307,166 shares
    Change vs previous 13F -28,039 shares

    4.52% of the 13F portfolio, value $7,848,096.

    13F-HR 0001398344-26-006803 filed by Echo Wealth 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 335,205 shares
    Change vs previous 13F -5,114 shares

    5.14% of the 13F portfolio, value $8,795,786.

    13F-HR 0001398344-26-001002 filed by Echo Wealth 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 340,319 shares
    Change vs previous 13F +5,513 shares

    5.13% of the 13F portfolio, value $8,797,240.

    13F-HR 0001398344-25-019534 filed by Echo Wealth 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 334,806 shares
    Change vs previous 13F -675 shares

    5.07% of the 13F portfolio, value $8,273,054.

    13F-HR 0001398344-25-013461 filed by Echo Wealth 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 335,481 shares
    Change vs previous 13F -63,143 shares

    5.38% of the 13F portfolio, value $7,957,615.

    13F-HR 0001398344-25-007422 filed by Echo Wealth 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 398,624 shares
    Change vs previous 13F +441 shares

    6.68% of the 13F portfolio, value $9,662,656.

    13F-HR 0001398344-25-000865 filed by Echo Wealth 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 398,183 shares
    Change vs previous 13F not available

    6.89% of the 13F portfolio, value $9,859,011.

    13F-HR 0001398344-24-019033 filed by Echo Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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