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Disclosery

BankPlus Trust Department: RDVY position timeline

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

BankPlus Trust Department held 60,285 RDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,285 shares
    Change vs previous 13F +7,260 shares

    0.75% of the 13F portfolio, value $4,887,254.

    13F-HR 0002085853-26-000765 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 4,469 shares
    • BankPlus Wealth Management LLC: 55,816 shares

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

  2. period ended2026-03-31
    13F 53,025 shares
    Change vs previous 13F +7,316 shares

    0.64% of the 13F portfolio, value $3,621,025.

    13F-HR 0002085853-26-000450 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 4,183 shares
    • BankPlus Wealth Management LLC: 48,842 shares

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

  3. period ended2025-12-31
    13F 45,709 shares
    Change vs previous 13F +3,929 shares

    0.56% of the 13F portfolio, value $3,175,688.

    13F-HR 0002085853-26-000198 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 4,183 shares
    • BankPlus Wealth Management LLC: 41,526 shares

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

  4. period ended2025-09-30
    13F 41,780 shares
    Change vs previous 13F +9,866 shares

    0.52% of the 13F portfolio, value $2,810,240.

    13F-HR 0002085853-25-000194 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 4,183 shares
    • BankPlus Wealth Management LLC: 37,597 shares

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

  5. period ended2025-06-30
    13F 31,914 shares
    Change vs previous 13F +5,283 shares

    0.41% of the 13F portfolio, value $2,002,315.

    13F-HR 0001667731-25-000841 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 4,183 shares
    • BankPlus Wealth Management LLC: 27,731 shares

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

  6. period ended2025-03-31
    13F 26,631 shares
    Change vs previous 13F -42,638 shares

    0.36% of the 13F portfolio, value $1,559,045.

    13F-HR 0001667731-25-000524 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 3,792 shares
    • BankPlus Wealth Management LLC: 22,839 shares

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

  7. period ended2024-12-31
    13F 69,269 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $4,096,462.

    13F-HR 0001667731-25-000077 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 4,013 shares
    • BankPlus Wealth Management LLC: 65,256 shares

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