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CreativeOne Wealth, LLC: RDVY position timeline

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

CreativeOne Wealth, LLC held 113,553 RDVY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,553 shares
    Change vs previous 13F +20,702 shares

    0.2% of the 13F portfolio, value $9,204,601.

    13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, 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 92,851 shares
    Change vs previous 13F +8,776 shares

    0.15% of the 13F portfolio, value $6,339,890.

    13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, 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 84,075 shares
    Change vs previous 13F +3,981 shares

    0.14% of the 13F portfolio, value $5,840,682.

    13F-HR 0001739728-26-000001 filed by CreativeOne Wealth, 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 80,094 shares
    Change vs previous 13F +1,677 shares

    0.13% of the 13F portfolio, value $5,387,096.

    13F-HR 0001739728-25-000007 filed by CreativeOne Wealth, 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 78,417 shares
    Change vs previous 13F +10,405 shares

    0.13% of the 13F portfolio, value $4,919,912.

    13F-HR 0001739728-25-000004 filed by CreativeOne Wealth, 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 68,012 shares
    Change vs previous 13F +19,813 shares

    0.12% of the 13F portfolio, value $3,981,439.

    13F-HR 0001739728-25-000003 filed by CreativeOne Wealth, 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 48,199 shares
    Change vs previous 13F +4,101 shares

    0.09% of the 13F portfolio, value $2,850,505.

    13F-HR 0001739728-25-000001 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 44,098 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,611,032.

    13F-HR 0001739728-24-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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