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Kestra Advisory Services, LLC: RVT position timeline

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

Kestra Advisory Services, LLC held 74,055 RVT 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 74,055 shares
    Change vs previous 13F -71,564 shares

    <0.01% of the 13F portfolio, value $1,367,794.

    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: 27,333 shares
    • Kestra Advisory Services, LLC: 46,722 shares

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

  2. period ended2026-03-31
    13F 145,619 shares
    Change vs previous 13F +92,717 shares

    0.01% of the 13F portfolio, value $2,417,261.

    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: 27,378 shares
    • Kestra Advisory Services, LLC: 118,241 shares

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

  3. period ended2025-12-31
    13F 52,902 shares
    Change vs previous 13F -26 shares

    <0.01% of the 13F portfolio, value $851,733.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,329 shares
    • Kestra Advisory Services, LLC: 25,573 shares

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

  4. period ended2025-09-30
    13F 52,928 shares
    Change vs previous 13F +7,409 shares

    <0.01% of the 13F portfolio, value $853,719.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,985 shares
    • Kestra Advisory Services, LLC: 24,943 shares

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

  5. period ended2025-06-30
    13F 45,519 shares
    Change vs previous 13F +16,485 shares

    <0.01% of the 13F portfolio, value $685,067.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,941 shares
    • Kestra Advisory Services, LLC: 17,578 shares

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

  6. period ended2025-03-31
    13F 29,034 shares
    Change vs previous 13F -7,075 shares

    <0.01% of the 13F portfolio, value $413,444.

    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: 12,939 shares
    • Kestra Advisory Services, LLC: 16,095 shares

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

  7. period ended2024-12-31
    13F 36,109 shares
    Change vs previous 13F +5,672 shares

    <0.01% of the 13F portfolio, value $570,522.

    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: 12,939 shares
    • Kestra Advisory Services, LLC: 23,170 shares

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

  8. period ended2024-09-30
    13F 30,437 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $477,868.

    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: 14,041 shares
    • Kestra Advisory Services, LLC: 16,396 shares

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