Position in RVTY
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$14,251,606
-$1,486,813 QoQ
Shares Held
162,671
0.0% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
3.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in RVTY Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026Cascade Financial Partners, LLC holds $14,532,015 across 3 Diagnostics & Research names. RVTY ranks #1 (98.1% of the industry book) .
All Filings in RVTY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,251,606 | 162,671 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $15,738,419 | 162,671 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $16,361,713 | 186,671 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $18,054,819 | 186,671 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $19,749,791 | 186,671 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $20,834,350 | 186,671 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $24,817,353 | 194,265 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $20,465,001 | 195,165 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $20,492,325 | 195,165 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||