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Disclosery

N.E.W. Advisory Services LLC: RDVY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of N.E.W. Advisory Services LLC on RDVY, newest first. How the timeline and the estimate are built.

N.E.W. Advisory Services LLC held 129,308 RDVY 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 129,308 shares
    Change vs previous 13F +3,386 shares

    0.7% of the 13F portfolio, value $10,481,684.

    13F-HR 0001803456-26-000003 filed by N.E.W. Advisory Services 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 125,922 shares
    Change vs previous 13F -26,258 shares

    0.64% of the 13F portfolio, value $8,597,940.

    13F-HR 0001803456-26-000002 filed by N.E.W. Advisory Services 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 152,180 shares
    Change vs previous 13F +125,002 shares

    0.78% of the 13F portfolio, value $10,571,950.

    13F-HR 0001803456-26-000001 filed by N.E.W. Advisory Services 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 27,178 shares
    Change vs previous 13F +5,158 shares

    0.16% of the 13F portfolio, value $1,828,006.

    13F-HR 0001803456-25-000002 filed by N.E.W. Advisory Services 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 22,020 shares
    Change vs previous 13F -173,057 shares

    0.13% of the 13F portfolio, value $1,381,565.

    13F-HR 0001764754-25-000013 filed by N.E.W. Advisory Services 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 195,077 shares
    Change vs previous 13F +98,852 shares

    0.87% of the 13F portfolio, value $11,419,784.

    13F-HR 0001764754-25-000009 filed by N.E.W. Advisory Services 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 96,225 shares
    Change vs previous 13F +1,506 shares

    0.54% of the 13F portfolio, value $5,690,766.

    13F-HR 0001085146-25-000454 filed by N.E.W. Advisory Services 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 94,719 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $5,608,393.

    13F-HR 0001085146-24-005253 filed by N.E.W. Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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