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Steward Partners Investment Advisory, LLC: RVT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on RVT, newest first. How the timeline and the estimate are built.

Steward Partners Investment Advisory, LLC held 290,748 RVT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 290,748 shares
    Change vs previous 13F +14,692 shares

    0.03% of the 13F portfolio, value $5,370,108.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 276,056 shares
    Change vs previous 13F +109,167 shares

    0.02% of the 13F portfolio, value $4,582,529.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 166,889 shares
    Change vs previous 13F +7,610 shares

    0.01% of the 13F portfolio, value $2,686,913.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 159,279 shares
    Change vs previous 13F +4,275 shares

    0.01% of the 13F portfolio, value $2,569,173.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 155,004 shares
    Change vs previous 13F -41,979 shares

    0.02% of the 13F portfolio, value $2,332,817.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 196,983 shares
    Change vs previous 13F +30,943 shares

    0.02% of the 13F portfolio, value $2,805,032.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 166,040 shares
    Change vs previous 13F +91,586 shares

    0.02% of the 13F portfolio, value $2,623,432.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 74,454 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,168,928.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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