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TrueWealth Advisors, LLC: RDVY position timeline

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

TrueWealth Advisors, LLC held 56,100 RDVY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 56,100 shares
    Change vs previous 13F +5,346 shares

    0.99% of the 13F portfolio, value $4,392,048.

    13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 50,754 shares
    Change vs previous 13F +3,552 shares

    0.93% of the 13F portfolio, value $4,114,110.

    13F-HR 0002085853-26-000650 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 47,202 shares
    Change vs previous 13F +8,564 shares

    0.81% of the 13F portfolio, value $3,222,983.

    13F-HR 0002085853-26-000303 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 38,638 shares
    Change vs previous 13F -822 shares

    0.7% of the 13F portfolio, value $2,684,212.

    13F-HR 0002085853-26-000015 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 39,460 shares
    Change vs previous 13F +692 shares

    0.72% of the 13F portfolio, value $2,654,089.

    13F-HR 0002085853-25-000096 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 38,768 shares
    Change vs previous 13F +556 shares

    0.72% of the 13F portfolio, value $2,432,296.

    13F-HR 0001817714-25-000004 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 38,212 shares
    Change vs previous 13F +2,597 shares

    0.73% of the 13F portfolio, value $2,236,915.

    13F-HR 0001817714-25-000003 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 35,615 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $2,106,300.

    13F-HR 0001817714-25-000002 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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