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Disclosery

Spire Wealth Management: RDVY position timeline

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

Spire Wealth Management held 91,309 RDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,309 shares
    Change vs previous 13F +1,417 shares

    0.22% of the 13F portfolio, value $7,401,481.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 89,892 shares
    Change vs previous 13F -2,669 shares

    0.21% of the 13F portfolio, value $6,137,823.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 92,561 shares
    Change vs previous 13F +817 shares

    0.22% of the 13F portfolio, value $6,430,232.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 91,744 shares
    Change vs previous 13F +4,120 shares

    0.21% of the 13F portfolio, value $6,170,704.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 87,624 shares
    Change vs previous 13F -1,917 shares

    0.2% of the 13F portfolio, value $5,497,521.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 89,541 shares
    Change vs previous 13F +2,011 shares

    0.17% of the 13F portfolio, value $5,241,715.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 87,530 shares
    Change vs previous 13F +3,387 shares

    0.16% of the 13F portfolio, value $5,176,509.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    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 84,143 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,982,080.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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