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
- period ended2026-06-3013F 43,178 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 44,846 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 44,600 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 45,256 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,377 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,451 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,004 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,270 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).