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Disclosery

Focus Partners Wealth: RDVI position timeline

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

Focus Partners Wealth held 546,374 RDVI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 546,374 shares
    Change vs previous 13F -110,482 shares

    0.02% of the 13F portfolio, value $16,063,396.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    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 656,856 shares
    Change vs previous 13F -40,520 shares

    0.02% of the 13F portfolio, value $16,782,664.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 697,376 shares
    Change vs previous 13F -159,036 shares

    0.02% of the 13F portfolio, value $18,299,147.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 856,412 shares
    Change vs previous 13F -1,413 shares

    0.04% of the 13F portfolio, value $22,138,251.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 857,825 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $21,196,856.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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