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Disclosery

Northwest Financial Advisors: RDVY position timeline

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

Northwest Financial Advisors held 7,383 RDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,383 shares
    Change vs previous 13F +5 shares

    0.08% of the 13F portfolio, value $598,473.

    13F-HR 0002085853-26-000863 filed by Northwest Financial Advisors
    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 7,378 shares
    Change vs previous 13F -107 shares

    0.97% of the 13F portfolio, value $503,770.

    13F-HR 0002085853-26-000498 filed by Northwest Financial Advisors
    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 7,485 shares
    Change vs previous 13F -14,124 shares

    1.07% of the 13F portfolio, value $519,977.

    13F-HR 0002085853-26-000079 filed by Northwest Financial Advisors
    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 21,609 shares
    Change vs previous 13F +2,613 shares

    1.87% of the 13F portfolio, value $1,453,406.

    13F-HR 0002010635-25-000008 filed by Northwest Financial Advisors
    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 18,996 shares
    Change vs previous 13F -25,298 shares

    1.66% of the 13F portfolio, value $1,191,824.

    13F-HR 0002010635-25-000007 filed by Northwest Financial Advisors
    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 44,294 shares
    Change vs previous 13F -9,929 shares

    2.15% of the 13F portfolio, value $2,592,956.

    13F-HR 0002010635-25-000004 filed by Northwest Financial Advisors
    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 54,223 shares
    Change vs previous 13F +3,940 shares

    2.65% of the 13F portfolio, value $3,206,757.

    13F-HR 0002010635-25-000001 filed by Northwest Financial Advisors
    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 50,283 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $2,977,259.

    13F-HR 0001398344-24-020541 filed by Northwest Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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