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PCG Wealth Advisors, LLC: RDVY position timeline

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

PCG Wealth Advisors, LLC held 47,301 RDVY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,301 shares
    Change vs previous 13F +2,346 shares

    0.86% of the 13F portfolio, value $3,834,190.

    13F-HR 0001905393-26-000003 filed by PCG Wealth 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 44,955 shares
    Change vs previous 13F +3,014 shares

    0.78% of the 13F portfolio, value $3,069,509.

    13F-HR 0001905393-26-000002 filed by PCG Wealth 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 41,941 shares
    Change vs previous 13F +5,572 shares

    0.82% of the 13F portfolio, value $2,913,658.

    13F-HR 0001905393-26-000001 filed by PCG Wealth 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 36,369 shares
    Change vs previous 13F +6,233 shares

    0.71% of the 13F portfolio, value $2,446,150.

    13F-HR 0001905393-25-000003 filed by PCG Wealth 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 30,136 shares
    Change vs previous 13F +600 shares

    0.97% of the 13F portfolio, value $1,890,719.

    13F-HR 0001085146-25-004660 filed by PCG Wealth 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 29,536 shares
    Change vs previous 13F +2,329 shares

    0.6% of the 13F portfolio, value $1,729,061.

    13F-HR 0001085146-25-002601 filed by PCG Wealth 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 27,207 shares
    Change vs previous 13F +2,537 shares

    0.59% of the 13F portfolio, value $1,608,999.

    13F-HR 0001085146-25-000366 filed by PCG Wealth 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 24,670 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,460,693.

    13F-HR 0001085146-24-004929 filed by PCG Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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