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Disclosery

Realta Investment Advisors: RDVY position timeline

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

Realta Investment Advisors held 5,233 RDVY shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,233 shares
    Change vs previous 13F -1,536 shares

    0.12% of the 13F portfolio, value $409,668.

    13F-HR 0001398344-26-018178 filed by Realta Investment Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,769 shares
    Change vs previous 13F +192 shares

    0.17% of the 13F portfolio, value $548,668.

    13F-HR 0001398344-26-012286 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,577 shares
    Change vs previous 13F +549 shares

    0.16% of the 13F portfolio, value $449,052.

    13F-HR 0001398344-26-006814 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,028 shares
    Change vs previous 13F +7 shares

    0.14% of the 13F portfolio, value $418,792.

    13F-HR 0001398344-26-000878 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,021 shares
    Change vs previous 13F +238 shares

    0.14% of the 13F portfolio, value $404,978.

    13F-HR 0001398344-25-019615 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,783 shares
    Change vs previous 13F +74 shares

    0.14% of the 13F portfolio, value $362,825.

    13F-HR 0001398344-25-013484 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,709 shares
    Change vs previous 13F -598 shares

    0.15% of the 13F portfolio, value $334,183.

    13F-HR 0001398344-25-008338 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,307 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $376,324.

    13F-HR 0001398344-25-001199 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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