Maridea Wealth Management LLC: RDVI position timeline

Maridea Wealth Management LLC held 81,541 RDVI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 81,541 shares

   Change vs previous 13F -123 shares

   0.26% of the 13F portfolio, value $2,397,319.

   13F-HR 0001951757-26-001115 filed by Maridea Wealth Management LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 81,664 shares

   Change vs previous 13F -867 shares

   0.3% of the 13F portfolio, value $2,086,513.

   13F-HR 0001951757-26-000680 filed by Maridea Wealth Management LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 82,531 shares

   Change vs previous 13F -4,316 shares

   0.33% of the 13F portfolio, value $2,165,605.

   13F-HR 0001951757-26-000036 filed by Maridea Wealth Management LLC
   Filed 2026-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 86,847 shares

   Change vs previous 13F -3,094 shares

   0.35% of the 13F portfolio, value $2,236,319.

   13F-HR 0001951757-25-001342 filed by Maridea Wealth Management LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 89,941 shares

   Change vs previous 13F not available

   0.58% of the 13F portfolio, value $2,222,440.

   13F-HR 0001951757-25-000866 filed by Maridea Wealth Management LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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