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Disclosery

ORBA Wealth Advisors, L.L.C.: RDVY position timeline

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

ORBA Wealth Advisors, L.L.C. held 26,824 RDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,824 shares
    Change vs previous 13F -4,373 shares

    1.86% of the 13F portfolio, value $2,174,327.

    13F-HR 0002010248-26-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 31,197 shares
    Change vs previous 13F -7,311 shares

    2.54% of the 13F portfolio, value $2,130,157.

    13F-HR 0002010248-26-000002 filed by ORBA Wealth Advisors, L.L.C.
    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 38,508 shares
    Change vs previous 13F -5,114 shares

    2.32% of the 13F portfolio, value $2,675,125.

    13F-HR 0002010248-26-000001 filed by ORBA Wealth Advisors, L.L.C.
    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 43,622 shares
    Change vs previous 13F -5,026 shares

    2.42% of the 13F portfolio, value $2,933,994.

    13F-HR 0002010248-25-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 48,648 shares
    Change vs previous 13F -41,274 shares

    2.78% of the 13F portfolio, value $3,052,161.

    13F-HR 0001085146-25-004558 filed by ORBA Wealth Advisors, L.L.C.
    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 89,922 shares
    Change vs previous 13F +10,241 shares

    2.65% of the 13F portfolio, value $5,264,087.

    13F-HR 0001085146-25-002164 filed by ORBA Wealth Advisors, L.L.C.
    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 79,681 shares
    Change vs previous 13F -5,983 shares

    2.46% of the 13F portfolio, value $4,712,349.

    13F-HR 0001085146-25-000798 filed by ORBA Wealth Advisors, L.L.C.
    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 85,664 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $5,072,175.

    13F-HR 0001085146-24-004744 filed by ORBA Wealth Advisors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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