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Equibles

1776 Wealth LLC

Position in RVT — Royce Small-Cap Trust, Inc.

CIK 1803140 ATLANTA, GA
Back to RVT Full portfolio

Position in RVT

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$502,956
+$58,359 QoQ
Shares Held
27,231
+1.7% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#98
of 208 holders
Holding Since
Mar 2020
25 quarters on record

Common Shares in RVT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

1776 Wealth LLC holds $10,372,874 across 10 Asset Management names. RVT ranks #5 (4.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 39,188 $4,611,251
2 EVT
Eaton Vance Tax-Advantaged Dividend Income Fund
 76,286 $2,111,596
3 DFP
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
 52,097 $1,076,844
4 ETG
Eaton Vance Tax-Advantaged Global Dividend Income Fund
 30,438 $716,510
5 RVT
Royce Small-Cap Trust, Inc.
This page 		27,231 $502,956
6 AGD
abrdn Global Dynamic Dividend Fund
 37,890 $458,847
7 RGT
Royce Global Trust, Inc.
 20,391 $290,163
8 JRI
Nuveen Real Asset Income & Growth Fund
 20,756 $268,997

All Filings in RVT

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $502,956 27,231
2026-03-31 $444,597 26,783
2025-12-31 $423,558 26,308
2025-09-30 $410,750 25,465
2025-06-30 $484,594 32,199
2025-03-31 $456,434 32,053
2024-12-31 $515,411 32,621
2024-09-30 $512,149 32,621
2024-06-30 $540,729 37,369
2024-03-31 $547,136 36,067
2023-12-31 $515,511 35,406
2023-06-30 $488,602 35,406
2023-03-31 $431,308 31,784
2022-12-31 $418,286 31,545
2022-09-30 $447,959 35,694
2022-06-30 $498,645 35,694
2022-03-31 $606,441 35,694
2021-12-31 $948,391 48,412
2021-09-30 $796,592 44,206
2021-06-30 $744,629 39,253
2021-03-31 $679,668 37,530
2020-12-31 $581,669 36,039
2020-09-30 $441,123 34,899
2020-06-30 $431,024 34,372
2020-03-31 $176,951 18,299