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Disclosery

SMART Wealth LLC: RDVY position timeline

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

SMART Wealth LLC held 103,047 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 103,047 shares
    Change vs previous 13F -13,249 shares

    1.8% of the 13F portfolio, value $8,352,991.

    13F-HR 0001214659-26-009678 filed by SMART 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 116,296 shares
    Change vs previous 13F -9,243 shares

    2.33% of the 13F portfolio, value $7,940,671.

    13F-HR 0001214659-26-004993 filed by SMART 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 125,539 shares
    Change vs previous 13F -7,798 shares

    2.66% of the 13F portfolio, value $8,721,209.

    13F-HR 0001214659-26-000820 filed by SMART 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 133,337 shares
    Change vs previous 13F +11,333 shares

    3.38% of the 13F portfolio, value $8,968,226.

    13F-HR 0001214659-25-016070 filed by SMART 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 122,004 shares
    Change vs previous 13F +16,729 shares

    2.4% of the 13F portfolio, value $7,654,507.

    13F-HR 0001214659-25-011937 filed by SMART 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 105,275 shares
    Change vs previous 13F +4,800 shares

    2.21% of the 13F portfolio, value $6,162,817.

    13F-HR 0001214659-25-006525 filed by SMART 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 100,475 shares
    Change vs previous 13F +5,120 shares

    2.11% of the 13F portfolio, value $5,942,112.

    13F-HR 0001214659-25-001425 filed by SMART 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 95,355 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $5,645,970.

    13F-HR 0001214659-24-020525 filed by SMART Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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