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Disclosery

Holistic Financial Partners: RDVY position timeline

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

Holistic Financial Partners held 29,758 RDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,758 shares
    Change vs previous 13F -30,700 shares

    1.47% of the 13F portfolio, value $2,412,165.

    13F-HR 0001765380-26-000225 filed by Holistic Financial Partners
    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 60,458 shares
    Change vs previous 13F +16,293 shares

    1.53% of the 13F portfolio, value $4,128,062.

    13F-HR 0001729304-26-000003 filed by Holistic Financial Partners
    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 44,165 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $3,068,143.

    13F-HR 0001729304-26-000001 filed by Holistic Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

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