Position in RDVT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,299,973
+$851,271 QoQ
Shares Held
36,095
-13.8% QoQ
Ownership
0.225%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#46
of 173 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in RDVT Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Evernest Financial Advisors, LLC holds $2,908,264 across 3 Software - Application names. RDVT ranks #1 (79.1% of the industry book) .
All Filings in RDVT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,299,973 | 36,095 | Shares | Sole | 2026-08-06 | |
| 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. | ||||||