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Legacy Wealth Managment, LLC/ID: RDVI position timeline

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

Legacy Wealth Managment, LLC/ID held 65,052 RDVI 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 65,052 shares
    Change vs previous 13F +3,030 shares

    0.79% of the 13F portfolio, value $1,912,533.

    13F-HR 0002045082-26-000005 filed by Legacy Wealth Managment, LLC/ID
    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 62,022 shares
    Change vs previous 13F +26,808 shares

    0.79% of the 13F portfolio, value $1,584,663.

    13F-HR 0002045082-26-000002 filed by Legacy Wealth Managment, LLC/ID
    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 35,214 shares
    Change vs previous 13F +4,337 shares

    0.44% of the 13F portfolio, value $924,016.

    13F-HR 0002045082-26-000001 filed by Legacy Wealth Managment, LLC/ID
    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 30,877 shares
    Change vs previous 13F +3,354 shares

    0.36% of the 13F portfolio, value $798,171.

    13F-HR 0002045082-25-000005 filed by Legacy Wealth Managment, LLC/ID
    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 27,523 shares
    Change vs previous 13F +6,892 shares

    0.36% of the 13F portfolio, value $680,094.

    13F-HR 0002044858-25-000009 filed by Legacy Wealth Managment, LLC/ID
    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 20,631 shares
    Change vs previous 13F +4,018 shares

    0.36% of the 13F portfolio, value $489,368.

    13F-HR 0002044858-25-000007 filed by Legacy Wealth Managment, LLC/ID
    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 16,613 shares
    Change vs previous 13F +7,811 shares

    0.28% of the 13F portfolio, value $419,146.

    13F-HR 0002045082-25-000001 filed by Legacy Wealth Managment, LLC/ID
    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 8,802 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $228,148.

    13F-HR 0002045082-24-000001 filed by Legacy Wealth Managment, LLC/ID
    Filed (acceptance time not in the bulk data set), ingested

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