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GENESIS PRIVATE WEALTH, LLC: RDVY position timeline

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

GENESIS PRIVATE WEALTH, LLC held 118,051 RDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,051 shares
    Change vs previous 13F +5,891 shares

    2.69% of the 13F portfolio, value $9,569,196.

    13F-HR 0001725547-26-000225 filed by GENESIS PRIVATE WEALTH, 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 112,160 shares
    Change vs previous 13F +84 shares

    2.41% of the 13F portfolio, value $7,658,304.

    13F-HR 0001725547-26-000131 filed by GENESIS PRIVATE WEALTH, 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 112,076 shares
    Change vs previous 13F +7,444 shares

    2.42% of the 13F portfolio, value $7,785,889.

    13F-HR 0001725547-26-000004 filed by GENESIS PRIVATE WEALTH, 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 104,632 shares
    Change vs previous 13F +2,873 shares

    2.96% of the 13F portfolio, value $7,037,535.

    13F-HR 0001725547-25-004097 filed by GENESIS PRIVATE WEALTH, 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 101,759 shares
    Change vs previous 13F +2,972 shares

    3.01% of the 13F portfolio, value $6,384,373.

    13F-HR 0001725547-25-003451 filed by GENESIS PRIVATE WEALTH, 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 98,787 shares
    Change vs previous 13F +3,568 shares

    3.07% of the 13F portfolio, value $5,782,964.

    13F-HR 0001725547-25-001448 filed by GENESIS PRIVATE WEALTH, 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 95,219 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $5,631,232.

    13F-HR 0001725547-25-000136 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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