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SHELTON WEALTH MANAGEMENT, LLC: RDVY position timeline

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

SHELTON WEALTH MANAGEMENT, LLC held 46,292 RDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,292 shares
    Change vs previous 13F -1,992 shares

    1.49% of the 13F portfolio, value $3,752,400.

    13F-HR 0001725547-26-000222 filed by SHELTON 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 48,284 shares
    Change vs previous 13F -4,641 shares

    1.45% of the 13F portfolio, value $3,296,833.

    13F-HR 0001725547-26-000164 filed by SHELTON 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 52,925 shares
    Change vs previous 13F -702 shares

    1.6% of the 13F portfolio, value $3,676,671.

    13F-HR 0001725547-26-000054 filed by SHELTON 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 53,627 shares
    Change vs previous 13F -3,669 shares

    1.68% of the 13F portfolio, value $3,606,950.

    13F-HR 0001725547-25-004105 filed by SHELTON 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 57,296 shares
    Change vs previous 13F -826 shares

    1.81% of the 13F portfolio, value $3,594,746.

    13F-HR 0001725547-25-003405 filed by SHELTON 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 58,122 shares
    Change vs previous 13F -6,159 shares

    1.95% of the 13F portfolio, value $3,402,483.

    13F-HR 0001725547-25-001425 filed by SHELTON 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 64,281 shares
    Change vs previous 13F -8,743 shares

    2.08% of the 13F portfolio, value $3,801,603.

    13F-HR 0001725547-25-000125 filed by SHELTON 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 73,024 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $4,323,722.

    13F-HR 0001725547-24-005961 filed by SHELTON WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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