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Kapstone Financial Advisors LLC: RDVY position timeline

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

Kapstone Financial Advisors LLC held 15,149 RDVY 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 15,149 shares
    Change vs previous 13F -474 shares

    0.51% of the 13F portfolio, value $1,227,978.

    13F-HR 0001951757-26-001162 filed by Kapstone Financial Advisors 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 15,623 shares
    Change vs previous 13F +988 shares

    0.52% of the 13F portfolio, value $1,066,738.

    13F-HR 0001951757-26-000688 filed by Kapstone Financial Advisors 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 14,635 shares
    Change vs previous 13F +44 shares

    0.51% of the 13F portfolio, value $1,016,693.

    13F-HR 0001951757-26-000364 filed by Kapstone Financial Advisors 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 14,591 shares
    Change vs previous 13F -263 shares

    0.46% of the 13F portfolio, value $981,391.

    13F-HR 0001951757-25-001323 filed by Kapstone Financial Advisors 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 14,854 shares
    Change vs previous 13F +2,055 shares

    0.46% of the 13F portfolio, value $931,940.

    13F-HR 0001951757-25-000615 filed by Kapstone Financial Advisors 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 12,799 shares
    Change vs previous 13F -355 shares

    0.42% of the 13F portfolio, value $749,253.

    13F-HR 0001951757-25-000312 filed by Kapstone Financial Advisors 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 13,154 shares
    Change vs previous 13F +140 shares

    0.44% of the 13F portfolio, value $825,019.

    13F-HR 0001951757-25-000186 filed by Kapstone Financial Advisors 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 13,014 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $767,175.

    13F-HR 0001951757-24-001175 filed by Kapstone Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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