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RVW Wealth, LLC: DFAE position timeline

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

RVW Wealth, LLC held 819,234 DFAE shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 819,234 shares
    Change vs previous 13F -73,071 shares

    2.07% of the 13F portfolio, value $32,204,075.

    13F-HR 0001756543-26-000005 filed by RVW Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 892,305 shares
    Change vs previous 13F +33,740 shares

    2.36% of the 13F portfolio, value $35,879,582.

    13F-HR 0001756543-26-000003 filed by RVW 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 ended2026-03-31
    13F 858,565 shares
    Change vs previous 13F -26,641 shares

    2.26% of the 13F portfolio, value $29,071,014.

    13F-HR 0001756543-26-000002 filed by RVW 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 ended2025-12-31
    13F 885,206 shares
    Change vs previous 13F -19,970 shares

    2.2% of the 13F portfolio, value $28,831,174.

    13F-HR 0001756543-26-000001 filed by RVW 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 ended2025-09-30
    13F 905,176 shares
    Change vs previous 13F +3,752 shares

    2.23% of the 13F portfolio, value $28,540,205.

    13F-HR 0001756543-25-000009 filed by RVW 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 ended2025-06-30
    13F 901,424 shares
    Change vs previous 13F -9,705 shares

    2.22% of the 13F portfolio, value $26,096,238.

    13F-HR 0001756543-25-000007 filed by RVW 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 ended2025-03-31
    13F 911,129 shares
    Change vs previous 13F -134,895 shares

    2.22% of the 13F portfolio, value $23,589,123.

    13F-HR 0001756543-25-000006 filed by RVW 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 ended2024-12-31
    13F 1,046,024 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $26,537,628.

    13F-HR 0001756543-25-000001 filed by RVW Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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