Kestra Advisory Services, LLC: RDVI position timeline

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

Kestra Advisory Services, LLC held 1,447,600 RDVI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 1,447,600 shares
Change vs previous 13F +108,091 shares
0.11% of the 13F portfolio, value $42,559,443.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 69,985 shares
- Kestra Advisory Services, LLC: 1,377,615 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,339,509 shares
Change vs previous 13F +285,038 shares
0.1% of the 13F portfolio, value $34,224,450.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 79,784 shares
- Kestra Advisory Services, LLC: 1,259,725 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,054,471 shares
Change vs previous 13F +203,394 shares
0.09% of the 13F portfolio, value $27,669,315.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 44,119 shares
- Kestra Advisory Services, LLC: 1,010,352 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 851,077 shares
Change vs previous 13F +140,659 shares
0.07% of the 13F portfolio, value $22,000,333.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 44,161 shares
- Kestra Advisory Services, LLC: 806,916 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 710,418 shares
Change vs previous 13F +182,940 shares
0.06% of the 13F portfolio, value $17,554,426.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 65,376 shares
- Kestra Advisory Services, LLC: 645,042 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 527,478 shares
Change vs previous 13F -106,874 shares
0.05% of the 13F portfolio, value $12,511,778.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 57,874 shares
- Kestra Advisory Services, LLC: 469,604 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 634,352 shares
Change vs previous 13F +229,717 shares
0.06% of the 13F portfolio, value $15,376,693.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 54,990 shares
- Kestra Advisory Services, LLC: 576,840 shares
- Kestra Investment Management, LLC: 2,522 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 404,635 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $9,970,219.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 50,565 shares
- Kestra Advisory Services, LLC: 354,070 shares
Acceptance time not in the bulk data set (spec §4.2).