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Whipplewood Advisors, LLC: RDVI position timeline

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

Whipplewood Advisors, LLC held 21,256 RDVI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,256 shares
    Change vs previous 13F -126,998 shares

    0.42% of the 13F portfolio, value $624,926.

    13F-HR 0002052510-26-000003 filed by Whipplewood Advisors, 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 148,254 shares
    Change vs previous 13F +1,514 shares

    1.97% of the 13F portfolio, value $3,787,890.

    13F-HR 0002052510-26-000002 filed by Whipplewood 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 ended2025-12-31
    13F 146,740 shares
    Change vs previous 13F +18,700 shares

    2.47% of the 13F portfolio, value $3,850,458.

    13F-HR 0002052510-26-000001 filed by Whipplewood 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 ended2025-09-30
    13F 128,040 shares
    Change vs previous 13F -843 shares

    2.18% of the 13F portfolio, value $3,309,834.

    13F-HR 0002052510-25-000006 filed by Whipplewood 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 ended2025-06-30
    13F 128,883 shares
    Change vs previous 13F +123,976 shares

    1.75% of the 13F portfolio, value $3,184,699.

    13F-HR 0002052510-25-000003 filed by Whipplewood 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 ended2025-03-31
    13F 4,907 shares
    Change vs previous 13F -118,032 shares

    2.05% of the 13F portfolio, value $2,876,216.

    13F-HR 0002052510-25-000002 filed by Whipplewood 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 ended2024-12-31
    13F 122,939 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $2,980,041.

    13F-HR 0002052510-25-000001 filed by Whipplewood Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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