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ProVise Management Group, LLC: RDVY position timeline

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

ProVise Management Group, LLC held 36,711 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 36,711 shares
    Change vs previous 13F +2,987 shares

    0.2% of the 13F portfolio, value $2,975,804.

    13F-HR 0001305707-26-000004 filed by ProVise Management 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 33,724 shares
    Change vs previous 13F +4,266 shares

    0.17% of the 13F portfolio, value $2,302,675.

    13F-HR 0001305707-26-000002 filed by ProVise Management 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 29,458 shares
    Change vs previous 13F +3,828 shares

    0.15% of the 13F portfolio, value $2,046,478.

    13F-HR 0001305707-26-000001 filed by ProVise Management 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 25,630 shares
    Change vs previous 13F +5,810 shares

    0.13% of the 13F portfolio, value $1,723,872.

    13F-HR 0001305707-25-000003 filed by ProVise Management 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 19,820 shares
    Change vs previous 13F +1,892 shares

    0.1% of the 13F portfolio, value $1,243,501.

    13F-HR 0001085146-25-004747 filed by ProVise Management 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 17,928 shares
    Change vs previous 13F +3,236 shares

    0.09% of the 13F portfolio, value $1,049,483.

    13F-HR 0001085146-25-002835 filed by ProVise Management 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 14,692 shares
    Change vs previous 13F +2,925 shares

    0.07% of the 13F portfolio, value $868,873.

    13F-HR 0001085146-25-000966 filed by ProVise Management 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 11,767 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $696,710.

    13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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