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Ergawealth Advisors, Inc.: RDVI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ergawealth Advisors, Inc. on RDVI, newest first. How the timeline and the estimate are built.

Ergawealth Advisors, Inc. held 9,749 RDVI 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 9,749 shares
    Change vs previous 13F -6,031 shares

    0.11% of the 13F portfolio, value $286,633.

    13F-HR 0001951757-26-001147 filed by Ergawealth Advisors, 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 15,780 shares
    Change vs previous 13F -5,101 shares

    0.18% of the 13F portfolio, value $403,170.

    13F-HR 0001951757-26-000738 filed by Ergawealth Advisors, 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 20,881 shares
    Change vs previous 13F -102,456 shares

    0.25% of the 13F portfolio, value $547,922.

    13F-HR 0001951757-26-000268 filed by Ergawealth Advisors, 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 123,337 shares
    Change vs previous 13F -68,568 shares

    1.49% of the 13F portfolio, value $3,188,261.

    13F-HR 0001951757-25-001176 filed by Ergawealth Advisors, 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 191,905 shares
    Change vs previous 13F -63,982 shares

    2.13% of the 13F portfolio, value $4,741,961.

    13F-HR 0001951757-25-000901 filed by Ergawealth Advisors, 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 255,887 shares
    Change vs previous 13F +32,903 shares

    3.01% of the 13F portfolio, value $6,069,631.

    13F-HR 0001951757-25-000404 filed by Ergawealth Advisors, 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 222,984 shares
    Change vs previous 13F +944 shares

    2.67% of the 13F portfolio, value $5,405,120.

    13F-HR 0001951757-25-000183 filed by Ergawealth Advisors, 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 222,040 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $5,471,068.

    13F-HR 0001951757-24-001102 filed by Ergawealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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