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Plotkin Financial Advisors, LLC: RDVY position timeline

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

Plotkin Financial Advisors, LLC held 193,183 RDVY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 193,183 shares
    Change vs previous 13F +2,546 shares

    6.5% of the 13F portfolio, value $15,659,413.

    13F-HR 0001826394-26-000003 filed by Plotkin Financial 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 190,637 shares
    Change vs previous 13F +2,587 shares

    6.54% of the 13F portfolio, value $13,016,694.

    13F-HR 0001826394-26-000002 filed by Plotkin Financial 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 188,050 shares
    Change vs previous 13F +3,756 shares

    6.37% of the 13F portfolio, value $13,063,833.

    13F-HR 0001826394-26-000001 filed by Plotkin Financial 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 184,294 shares
    Change vs previous 13F +10,153 shares

    6.13% of the 13F portfolio, value $12,395,614.

    13F-HR 0001826394-25-000007 filed by Plotkin Financial 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 174,141 shares
    Change vs previous 13F -717 shares

    6.03% of the 13F portfolio, value $10,925,606.

    13F-HR 0001826394-25-000004 filed by Plotkin Financial 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 174,858 shares
    Change vs previous 13F +5,556 shares

    6.29% of the 13F portfolio, value $10,236,187.

    13F-HR 0001826394-25-000003 filed by Plotkin Financial 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 169,302 shares
    Change vs previous 13F -6,633 shares

    5.94% of the 13F portfolio, value $10,012,520.

    13F-HR 0001826394-25-000001 filed by Plotkin Financial 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 175,935 shares
    Change vs previous 13F not available

    6.23% of the 13F portfolio, value $10,417,111.

    13F-HR 0001826394-24-000002 filed by Plotkin Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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