Keyes, Stange & Wooten Wealth Management, LLC
Position in RVT — Royce Small-Cap Trust, Inc.
CIK 2011352
Daytona Beach, FL
Position in RVT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$289,886
+$29,349 QoQ
Shares Held
15,695
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#135
of 208 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RVT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Keyes, Stange & Wooten Wealth Management, LLC holds $422,738 across 2 Asset Management names. RVT ranks #1 (68.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RVT |
Royce Small-Cap Trust, Inc.
This page
|
15,695 | $289,886 | |
| 2 | JFR |
Nuveen Floating Rate Income Fund
|
17,321 | $132,852 |
All Filings in RVT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,886 | 15,695 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $260,537 | 15,695 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $252,689 | 15,695 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $253,160 | 15,695 | Shares | Sole | 2025-11-25 | |
| 2025-06-30 | $236,209 | 15,695 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $200,029 | 14,047 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $169,613 | 10,735 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||