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Valmark Advisers, Inc.: RDVY position timeline

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

Valmark Advisers, Inc. held 290,555 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 290,555 shares
    Change vs previous 13F -24,704 shares

    0.25% of the 13F portfolio, value $23,552,388.

    13F-HR 0001380443-26-000004 filed by Valmark Advisers, 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 315,259 shares
    Change vs previous 13F +3,194 shares

    0.26% of the 13F portfolio, value $21,525,885.

    13F-HR 0001380443-26-000003 filed by Valmark Advisers, 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 312,065 shares
    Change vs previous 13F -2,814 shares

    0.27% of the 13F portfolio, value $21,679,156.

    13F-HR 0001380443-26-000002 filed by Valmark Advisers, 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 314,879 shares
    Change vs previous 13F -3,468 shares

    0.27% of the 13F portfolio, value $21,178,769.

    13F-HR 0001380443-25-000005 filed by Valmark Advisers, 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 318,347 shares
    Change vs previous 13F +17,666 shares

    0.28% of the 13F portfolio, value $19,973,098.

    13F-HR 0001085146-25-004098 filed by Valmark Advisers, 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 300,681 shares
    Change vs previous 13F +14,590 shares

    0.27% of the 13F portfolio, value $17,601,889.

    13F-HR 0001085146-25-002236 filed by Valmark Advisers, Inc.
    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 286,091 shares
    Change vs previous 13F +15,248 shares

    0.26% of the 13F portfolio, value $16,919,430.

    13F-HR 0001085146-25-000650 filed by Valmark Advisers, Inc.
    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 270,843 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $16,036,587.

    13F-HR 0001085146-24-005160 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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