Annex Advisory Services, LLC
Holdings in RDVT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,183,106 | 55,893 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $2,969,785 | 56,838 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $3,253,350 | 66,125 | Shares | Sole | 2025-07-11 |
| 2025-03-31 | $2,391,212 | 63,613 | Shares | Sole | 2025-04-11 |
| 2024-12-31 | $1,080,389 | 29,845 | Shares | Sole | 2025-01-16 |