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Disclosery

Prospera Financial Services Inc: RDVI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prospera Financial Services Inc on RDVI, newest first. How the timeline and the estimate are built.

Prospera Financial Services Inc held 714,319 RDVI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 714,319 shares
    Change vs previous 13F +35,489 shares

    0.31% of the 13F portfolio, value $21,006,027.

    13F-HR 0001541625-26-000003 filed by Prospera Financial Services Inc
    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 678,830 shares
    Change vs previous 13F +119,754 shares

    0.28% of the 13F portfolio, value $17,348,118.

    13F-HR 0001541625-26-000002 filed by Prospera Financial Services Inc
    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 559,076 shares
    Change vs previous 13F -194,011 shares

    0.24% of the 13F portfolio, value $14,673,860.

    13F-HR 0001541625-26-000001 filed by Prospera Financial Services Inc
    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 753,087 shares
    Change vs previous 13F +69,783 shares

    0.33% of the 13F portfolio, value $19,473,973.

    13F-HR 0001541625-25-000005 filed by Prospera Financial Services Inc
    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 683,304 shares
    Change vs previous 13F +102,624 shares

    0.31% of the 13F portfolio, value $16,890,339.

    13F-HR 0001085146-25-004598 filed by Prospera Financial Services Inc
    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 580,680 shares
    Change vs previous 13F +137,474 shares

    0.32% of the 13F portfolio, value $13,779,158.

    13F-HR 0001085146-25-003246 filed by Prospera Financial Services Inc
    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 443,206 shares
    Change vs previous 13F +51,779 shares

    0.25% of the 13F portfolio, value $10,748,335.

    13F-HR 0001085146-25-001240 filed by Prospera Financial Services Inc
    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 391,427 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $9,648,913.

    13F-HR 0001085146-24-005424 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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