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Patriot Financial Group Insurance Agency, LLC: RDVI position timeline

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

Patriot Financial Group Insurance Agency, LLC held 208,711 RDVI shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 208,711 shares
    Change vs previous 13F +20,733 shares

    0.56% of the 13F portfolio, value $5,818,875.

    13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 187,978 shares
    Change vs previous 13F -139,250 shares

    0.57% of the 13F portfolio, value $5,526,551.

    13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 327,228 shares
    Change vs previous 13F +171,510 shares

    0.47% of the 13F portfolio, value $8,360,668.

    13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 155,718 shares
    Change vs previous 13F +4,574 shares

    0.49% of the 13F portfolio, value $4,086,034.

    13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 151,144 shares
    Change vs previous 13F +6,468 shares

    0.5% of the 13F portfolio, value $3,907,082.

    13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 144,676 shares
    Change vs previous 13F +22,646 shares

    0.41% of the 13F portfolio, value $3,574,936.

    13F-HR 0001667731-25-000883 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 122,030 shares
    Change vs previous 13F +23,646 shares

    0.39% of the 13F portfolio, value $2,894,544.

    13F-HR 0001667731-25-000420 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 98,384 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,384,834.

    13F-HR 0001667731-25-000088 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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