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Disclosery

NewEdge Advisors, LLC: RDVI position timeline

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

NewEdge Advisors, LLC held 279,969 RDVI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 279,969 shares
    Change vs previous 13F +57,233 shares

    0.02% of the 13F portfolio, value $8,231,054.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 222,736 shares
    Change vs previous 13F +32,399 shares

    0.02% of the 13F portfolio, value $5,690,899.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 190,337 shares
    Change vs previous 13F +4,313 shares

    0.02% of the 13F portfolio, value $4,994,438.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 186,024 shares
    Change vs previous 13F +18,126 shares

    0.02% of the 13F portfolio, value $4,808,702.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 167,898 shares
    Change vs previous 13F -40,548 shares

    0.02% of the 13F portfolio, value $4,148,752.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 208,446 shares
    Change vs previous 13F +13,543 shares

    0.03% of the 13F portfolio, value $4,944,309.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 194,903 shares
    Change vs previous 13F +38,506 shares

    0.03% of the 13F portfolio, value $4,724,432.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 156,397 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,853,628.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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