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StoneCrest Wealth Management, Inc.: RDVY position timeline

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

StoneCrest Wealth Management, Inc. held 117,964 RDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,964 shares
    Change vs previous 13F -169 shares

    3.06% of the 13F portfolio, value $9,562,162.

    13F-HR 0001951757-26-000973 filed by StoneCrest Wealth Management, Inc.
    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 118,133 shares
    Change vs previous 13F +1,420 shares

    3.41% of the 13F portfolio, value $8,066,121.

    13F-HR 0001951757-26-000528 filed by StoneCrest Wealth Management, Inc.
    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 116,713 shares
    Change vs previous 13F +10,361 shares

    3.27% of the 13F portfolio, value $8,108,052.

    13F-HR 0001951757-26-000215 filed by StoneCrest Wealth Management, Inc.
    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 106,352 shares
    Change vs previous 13F +2,829 shares

    3.13% of the 13F portfolio, value $7,153,236.

    13F-HR 0001951757-25-001189 filed by StoneCrest Wealth Management, Inc.
    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 103,523 shares
    Change vs previous 13F -9,252 shares

    3.09% of the 13F portfolio, value $6,495,033.

    13F-HR 0001951757-25-000846 filed by StoneCrest Wealth Management, Inc.
    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 112,775 shares
    Change vs previous 13F not available

    4.2% of the 13F portfolio, value $6,601,849.

    13F-HR 0001951757-25-000307 filed by StoneCrest Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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