Skip to content
Disclosery

GeoWealth Management, LLC: RDVY position timeline

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

GeoWealth Management, LLC held 6,614 RDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,614 shares
    Change vs previous 13F +155 shares

    0.02% of the 13F portfolio, value $536,129.

    13F-HR 0001593387-26-000006 filed by GeoWealth 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 6,459 shares
    Change vs previous 13F -1,516 shares

    0.02% of the 13F portfolio, value $441,058.

    13F-HR 0001593387-26-000004 filed by GeoWealth 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 7,975 shares
    Change vs previous 13F -1,261 shares

    0.02% of the 13F portfolio, value $554,025.

    13F-HR 0001593387-26-000002 filed by GeoWealth 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 9,236 shares
    Change vs previous 13F +3,560 shares

    0.02% of the 13F portfolio, value $621,220.

    13F-HR 0001593387-25-000007 filed by GeoWealth 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 5,676 shares
    Change vs previous 13F +1,244 shares

    0.01% of the 13F portfolio, value $356,103.

    13F-HR 0001593387-25-000006 filed by GeoWealth 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 4,432 shares
    Change vs previous 13F +1,247 shares

    0.01% of the 13F portfolio, value $259,465.

    13F-HR 0001593387-25-000004 filed by GeoWealth 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 3,185 shares
    Change vs previous 13F -3,041 shares

    0.01% of the 13F portfolio, value $188,350.

    13F-HR 0001593387-25-000002 filed by GeoWealth 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 6,226 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $368,662.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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