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Modern Wealth Management, LLC: RDVY position timeline

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

Modern Wealth Management, LLC held 75,898 RDVY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,898 shares
    Change vs previous 13F +37,453 shares

    0.07% of the 13F portfolio, value $6,152,269.

    13F-HR 0002001900-26-000007 filed by Modern Wealth 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 38,445 shares
    Change vs previous 13F -17,070 shares

    0.05% of the 13F portfolio, value $2,646,924.

    13F-HR 0002001900-26-000006 filed by Modern Wealth 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 55,515 shares
    Change vs previous 13F -2,967 shares

    0.07% of the 13F portfolio, value $3,856,597.

    13F-HR 0002001900-26-000001 filed by Modern Wealth 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 58,482 shares
    Change vs previous 13F +2,241 shares

    0.08% of the 13F portfolio, value $3,933,511.

    13F-HR 0002001900-25-000023 filed by Modern Wealth 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/A 56,241 shares
    Change vs previous 13F +2,960 shares

    0.09% of the 13F portfolio, value $3,528,546.

    13F-HR/A 0002001900-25-000022 filed by Modern Wealth 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/A 53,281 shares
    Change vs previous 13F +7,256 shares

    0.1% of the 13F portfolio, value $3,119,044.

    13F-HR/A 0002001900-25-000019 filed by Modern Wealth 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/A 46,025 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,721,919.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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