Delta Wealth Advisors LLC

SEC CIK: 0001970701
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

RVT holding history

Royce Small-Cap Trust, Inc. in every 13F filed by Delta Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RVT overview All 13F holders of RVT Full Q2 2026 holdings

Shares (Q2 2026): 40,866
Value: $754.8K
% of portfolio: 0.5%
Quarters held: 5; Since Q2 2025

Holdings of RVT by Delta Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	40,866	$754.8K	0.5%	00.0%	Unchanged	Holders
Q1 2026	40,866	$678.4K	0.5%	00.0%	Unchanged	Holders
Q4 2025	40,866	$657.9K	0.6%	00.0%	Unchanged	Holders
Q3 2025	40,866	$659.2K	0.5%	00.0%	Unchanged	Holders
Q2 2025	40,866	$615.0K	0.5%	+40,866	New	Holders