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Moloney Securities Asset Management, LLC: RDVI position timeline

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

Moloney Securities Asset Management, LLC held 57,263 RDVI shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 57,263 shares
    Change vs previous 13F -1,357 shares

    0.18% of the 13F portfolio, value $1,480,249.

    13F-HR 0001697934-25-000007 filed by Moloney Securities Asset 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 ended2025-06-30
    13F 58,620 shares
    Change vs previous 13F +2,066 shares

    0.18% of the 13F portfolio, value $1,448,500.

    13F-HR 0001697934-25-000003 filed by Moloney Securities Asset 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 ended2025-03-31
    13F 56,554 shares
    Change vs previous 13F +997 shares

    0.18% of the 13F portfolio, value $1,341,461.

    13F-HR 0001697934-25-000002 filed by Moloney Securities Asset 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 ended2024-12-31
    13F 55,557 shares
    Change vs previous 13F +1,406 shares

    0.18% of the 13F portfolio, value $1,346,702.

    13F-HR 0001697934-25-000001 filed by Moloney Securities Asset 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 ended2024-09-30
    13F 54,151 shares
    Change vs previous 13F +17,223 shares

    0.18% of the 13F portfolio, value $1,334,281.

    13F-HR 0001697934-24-000006 filed by Moloney Securities Asset 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 ended2024-06-30
    13F 36,928 shares
    Change vs previous 13F +9,530 shares

    0.12% of the 13F portfolio, value $863,377.

    13F-HR 0001697934-24-000003 filed by Moloney Securities Asset 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 ended2024-03-31
    13F 27,398 shares
    Change vs previous 13F +1,521 shares

    0.1% of the 13F portfolio, value $670,703.

    13F-HR 0001697934-24-000002 filed by Moloney Securities Asset 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 ended2023-12-31
    13F 25,877 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $597,241.

    13F-HR 0001697934-24-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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