Position in RVTY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$18,098,775
+$3,847,169 QoQ
Shares Held
162,671
0.0% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
2.83%
of 13F equity value
Holder Rank
#56
of 542 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RVTY Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Cascade Financial Partners, LLC holds $18,490,387 across 3 Diagnostics & Research names. RVTY ranks #1 (97.9% of the industry book) .
All Filings in RVTY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,098,775 | 162,671 | Shares | Sole | 2026-08-04 | |
| 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. | ||||||