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Disclosery

Peak Planning Group, LLC: RDVY position timeline

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

Peak Planning Group, LLC held 223,203 RDVY 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 223,203 shares
    Change vs previous 13F +9,919 shares

    4.08% of the 13F portfolio, value $18,092,864.

    13F-HR 0001951757-26-001241 filed by Peak Planning Group, 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 213,284 shares
    Change vs previous 13F +24,699 shares

    4.04% of the 13F portfolio, value $14,563,037.

    13F-HR 0001951757-26-000701 filed by Peak Planning Group, 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 188,585 shares
    Change vs previous 13F +56,424 shares

    3.67% of the 13F portfolio, value $13,100,981.

    13F-HR 0001951757-26-000428 filed by Peak Planning Group, 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 132,161 shares
    Change vs previous 13F +23,370 shares

    4.63% of the 13F portfolio, value $8,889,146.

    13F-HR 0001951757-26-000905 filed by Peak Planning Group, 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 108,791 shares
    Change vs previous 13F -12,363 shares

    4.37% of the 13F portfolio, value $6,825,527.

    13F-HR 0001951757-26-000923 filed by Peak Planning Group, 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 121,154 shares
    Change vs previous 13F +20,050 shares

    2.98% of the 13F portfolio, value $7,092,373.

    13F-HR 0001951757-26-000925 filed by Peak Planning Group, 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 101,104 shares
    Change vs previous 13F +6,229 shares

    2.49% of the 13F portfolio, value $5,979,266.

    13F-HR 0001951757-26-000904 filed by Peak Planning Group, 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 94,875 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $5,617,507.

    13F-HR 0001951757-26-000926 filed by Peak Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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