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SFG Wealth Management, LLC.: RDVY position timeline

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

SFG Wealth Management, LLC. held 43,178 RDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,178 shares
    Change vs previous 13F -1,668 shares

    1.26% of the 13F portfolio, value $3,500,043.

    13F-HR 0001908914-26-000005 filed by SFG Wealth Management, 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 44,846 shares
    Change vs previous 13F +246 shares

    1.26% of the 13F portfolio, value $3,062,092.

    13F-HR 0001908914-26-000003 filed by SFG Wealth Management, 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 44,600 shares
    Change vs previous 13F -656 shares

    1.22% of the 13F portfolio, value $3,098,386.

    13F-HR 0001908914-26-000002 filed by SFG Wealth Management, 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 45,256 shares
    Change vs previous 13F +30,879 shares

    1.32% of the 13F portfolio, value $3,043,907.

    13F-HR 0001908914-25-000005 filed by SFG Wealth Management, 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 14,377 shares
    Change vs previous 13F +926 shares

    0.55% of the 13F portfolio, value $901,985.

    13F-HR 0001085146-25-004187 filed by SFG Wealth Management, 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 13,451 shares
    Change vs previous 13F +447 shares

    0.38% of the 13F portfolio, value $787,408.

    13F-HR 0001085146-25-002300 filed by SFG Wealth Management, 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 13,004 shares
    Change vs previous 13F +1,734 shares

    0.4% of the 13F portfolio, value $769,088.

    13F-HR 0001085146-25-000281 filed by SFG Wealth Management, 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 11,270 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $667,297.

    13F-HR 0001085146-24-005294 filed by SFG Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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