Position in RDVT
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,448,702
-$145,898 QoQ
Shares Held
41,870
+49.5% QoQ
Ownership
0.297%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 94.38738953904944.ToString("F0")%
Shared 0.ToString("F0")%
None 5.612610460950561.ToString("F0")%
Common Shares in RDVT Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Evernest Financial Advisors, LLC holds $2,020,778 across 3 Software - Application names. RDVT ranks #1 (71.7% of the industry book) .
All Filings in RDVT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,448,702 | 41,870 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,594,600 | 28,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $667,493 | 12,775 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $344,400 | 7,000 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||