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Kestra Advisory Services, LLC: RDVY position timeline

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

Kestra Advisory Services, LLC held 3,728,404 RDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,728,404 shares
    Change vs previous 13F -100,269 shares

    0.67% of the 13F portfolio, value $302,224,442.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 961,997 shares
    • Kestra Advisory Services, LLC: 2,761,957 shares
    • Kestra Investment Management, LLC: 4,450 shares

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

  2. period ended2026-03-31
    13F 3,828,673 shares
    Change vs previous 13F +186,640 shares

    0.65% of the 13F portfolio, value $261,421,831.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 935,616 shares
    • Kestra Advisory Services, LLC: 2,885,091 shares
    • Kestra Investment Management, LLC: 7,966 shares

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

  3. period ended2025-12-31
    13F 3,642,033 shares
    Change vs previous 13F +135,303 shares

    0.7% of the 13F portfolio, value $253,012,006.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 881,129 shares
    • Kestra Advisory Services, LLC: 2,756,341 shares
    • Kestra Investment Management, LLC: 4,563 shares

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

  4. period ended2025-09-30
    13F 3,506,730 shares
    Change vs previous 13F +32,678 shares

    0.71% of the 13F portfolio, value $235,862,651.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 860,827 shares
    • Kestra Advisory Services, LLC: 2,641,758 shares
    • Kestra Investment Management, LLC: 4,145 shares

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

  5. period ended2025-06-30
    13F/A 3,474,052 shares
    Change vs previous 13F +279,208 shares

    0.71% of the 13F portfolio, value $217,961,999.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 848,500 shares
    • Kestra Advisory Services, LLC: 2,622,035 shares
    • Kestra Investment Management, LLC: 3,517 shares

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

  6. period ended2025-03-31
    13F/A 3,194,844 shares
    Change vs previous 13F -40,839 shares

    0.7% of the 13F portfolio, value $187,026,168.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 668,528 shares
    • Kestra Advisory Services, LLC: 2,526,316 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 3,235,683 shares
    Change vs previous 13F +17,446 shares

    0.72% of the 13F portfolio, value $191,358,251.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 660,029 shares
    • Kestra Advisory Services, LLC: 2,572,894 shares
    • Kestra Investment Management, LLC: 2,760 shares

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

  8. period ended2024-09-30
    13F 3,218,237 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $190,551,838.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 692,072 shares
    • Kestra Advisory Services, LLC: 2,526,165 shares

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