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Disclosery

Five Pine Wealth Management: RDVY position timeline

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

Five Pine Wealth Management held 72,969 RDVY 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 72,969 shares
    Change vs previous 13F +761 shares

    3.35% of the 13F portfolio, value $5,914,828.

    13F-HR 0001754960-26-000761 filed by Five Pine Wealth Management
    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 72,208 shares
    Change vs previous 13F -2,313 shares

    3.07% of the 13F portfolio, value $4,930,396.

    13F-HR 0001754960-26-000272 filed by Five Pine Wealth Management
    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 74,521 shares
    Change vs previous 13F -1,465 shares

    3.32% of the 13F portfolio, value $5,177,001.

    13F-HR 0001754960-26-000103 filed by Five Pine Wealth Management
    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 75,986 shares
    Change vs previous 13F -7,849 shares

    3.45% of the 13F portfolio, value $5,104,800.

    13F-HR 0001754960-25-000653 filed by Five Pine Wealth Management
    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 83,835 shares
    Change vs previous 13F +779 shares

    3.89% of the 13F portfolio, value $5,259,801.

    13F-HR 0001754960-25-000394 filed by Five Pine Wealth Management
    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 83,056 shares
    Change vs previous 13F -235 shares

    3.96% of the 13F portfolio, value $4,862,082.

    13F-HR 0001754960-25-000219 filed by Five Pine Wealth Management
    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 83,291 shares
    Change vs previous 13F not available

    4.15% of the 13F portfolio, value $4,925,844.

    13F-HR 0001754960-25-000059 filed by Five Pine Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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