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Disclosery

Simplicity Wealth,LLC: RDVY position timeline

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

Simplicity Wealth,LLC held 9,158 RDVY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,158 shares
    Change vs previous 13F +345 shares

    0.03% of the 13F portfolio, value $742,309.

    13F-HR 0001062993-26-004075 filed by Simplicity 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 8,813 shares
    Change vs previous 13F -700 shares

    0.03% of the 13F portfolio, value $601,751.

    13F-HR 0001062993-26-002226 filed by Simplicity 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 9,513 shares
    Change vs previous 13F +64 shares

    0.04% of the 13F portfolio, value $660,869.

    13F-HR 0001062993-26-000496 filed by Simplicity 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 9,449 shares
    Change vs previous 13F -9,384 shares

    0.04% of the 13F portfolio, value $635,540.

    13F-HR 0001062993-25-016389 filed by Simplicity 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 18,833 shares
    Change vs previous 13F -339 shares

    0.05% of the 13F portfolio, value $1,181,572.

    13F-HR 0001062993-25-013037 filed by Simplicity 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 19,172 shares
    Change vs previous 13F +14,475 shares

    0.09% of the 13F portfolio, value $1,122,353.

    13F-HR 0001062993-25-007473 filed by Simplicity 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 4,697 shares
    Change vs previous 13F -8,869 shares

    0.06% of the 13F portfolio, value $277,805.

    13F-HR 0001062993-25-001833 filed by Simplicity 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 13,566 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $803,231.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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