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Disclosery

Spectrum Wealth Counsel, LLC: RDVI position timeline

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

Spectrum Wealth Counsel, LLC held 1,061,445 RDVI shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 1,061,445 shares
    Change vs previous 13F +11,046 shares

    3.02% of the 13F portfolio, value $25,177,476.

    13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 1,050,399 shares
    Change vs previous 13F -3,606 shares

    2.99% of the 13F portfolio, value $25,461,672.

    13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 1,054,005 shares
    Change vs previous 13F +189,767 shares

    3.07% of the 13F portfolio, value $25,970,684.

    13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 864,238 shares
    Change vs previous 13F -42,434 shares

    2.56% of the 13F portfolio, value $20,205,885.

    13F-HR 0002011274-24-000007 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 906,672 shares
    Change vs previous 13F +97,900 shares

    2.72% of the 13F portfolio, value $22,195,331.

    13F-HR 0002011274-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 808,772 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $18,666,458.

    13F-HR 0002011274-24-000001 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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