WJ Financial Advisors LLC: RVT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WJ Financial Advisors LLC on RVT, newest first. How the timeline and the estimate are built.
WJ Financial Advisors LLC held 75,025 RVT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 75,025 sharesChange vs previous 13F -2,000 shares
1.02% of the 13F portfolio, value $1,385,712.
13F-HR 0002095682-26-000003 filed by WJ Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 77,025 sharesChange vs previous 13F -1,500 shares
1.03% of the 13F portfolio, value $1,278,615.
13F-HR 0002095682-26-000002 filed by WJ Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 78,525 sharesChange vs previous 13F +24,725 shares
1.13% of the 13F portfolio, value $1,264,253.
13F-HR 0002095682-26-000001 filed by WJ Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 53,800 sharesChange vs previous 13F not available
0.84% of the 13F portfolio, value $867,794.
13F-HR 0002095682-25-000001 filed by WJ Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).