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Disclosery

Rockport Wealth LLC: RDVY position timeline

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

Rockport Wealth LLC held 137,702 RDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,702 shares
    Change vs previous 13F +18,211 shares

    1.88% of the 13F portfolio, value $11,162,061.

    13F-HR 0002085853-26-000878 filed by Rockport Wealth 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 119,491 shares
    Change vs previous 13F +33,098 shares

    1.49% of the 13F portfolio, value $8,159,440.

    13F-HR 0002085853-26-000565 filed by Rockport Wealth 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 86,393 shares
    Change vs previous 13F -13,586 shares

    1.17% of the 13F portfolio, value $6,001,702.

    13F-HR 0002085853-26-000209 filed by Rockport Wealth 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 99,979 shares
    Change vs previous 13F +12,688 shares

    1.37% of the 13F portfolio, value $6,724,571.

    13F-HR 0002085853-25-000204 filed by Rockport Wealth 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 87,291 shares
    Change vs previous 13F -38,058 shares

    1.27% of the 13F portfolio, value $5,476,618.

    13F-HR 0001667731-25-001115 filed by Rockport Wealth 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 125,349 shares
    Change vs previous 13F +7,209 shares

    2.59% of the 13F portfolio, value $7,337,925.

    13F-HR 0002022866-25-000002 filed by Rockport Wealth 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 118,140 shares
    Change vs previous 13F +9,309 shares

    3.1% of the 13F portfolio, value $6,967,249.

    13F-HR 0002022866-25-000001 filed by Rockport Wealth 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 108,831 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $6,443,891.

    13F-HR 0002022866-24-000005 filed by Rockport Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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