RDFI · Insider trading · 13F holders · Congress trades
Collaborative Investmnt Ser (RDFI)
Who is buying and selling RDFI: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 5
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
RDFI at a glance
- No open-market insider purchases or sales of RDFI were filed in the last 90 days.
- 5 13F filers hold RDFI among their 50 largest positions, worth $34.2M combined. The biggest bets by portfolio weight are Puff Wealth Management, LLC (2.6%), Independent Wealth Network Inc. (1.6%) and Astoria Portfolio Advisors LLC. (1.1%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
- No member of Congress has disclosed a trade in RDFI.
RDFI insider trading
No open-market insider purchases or sales of RDFI were filed in the last 90 days.
Who owns RDFI? Hedge funds and superinvestors
5 13F filers hold RDFI among their 50 largest positions, worth $34.2M combined. The biggest bets by portfolio weight are Puff Wealth Management, LLC (2.6%), Independent Wealth Network Inc. (1.6%) and Astoria Portfolio Advisors LLC. (1.1%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Belpointe Asset Management LLCWealth manager | 0.6% | $17.4M | 730,740 | +1.0% shares | Q2 2026 |
| Astoria Portfolio Advisors LLC.Asset manager | 1.1% | $6.6M | 277,108 | +35.4% shares | Q2 2026 |
| Independent Wealth Network Inc.Wealth manager | 1.6% | $6.5M | 300,985 | +7.5% shares | Q3 2026 |
| Puff Wealth Management, LLCWealth manager | 2.6% | $2.8M | 128,465 | +21.5% shares | Q3 2026 |
| Oregon Pacific Wealth Management, LLCWealth manager | 0.9% | $932K | 43,000 | +28.7% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 3, Q2 2026: 2). Screen RDFI in the grand portfolio →
RDFI stock trades by members of Congress
No member of Congress has disclosed a trade in RDFI.
RDFI questions and answers
Are insiders buying RDFI stock?
No open-market insider purchases or sales of RDFI were filed in the last 90 days.
Which hedge funds own RDFI?
5 13F filers hold RDFI among their 50 largest positions, worth $34.2M combined. The biggest bets by portfolio weight are Puff Wealth Management, LLC (2.6%), Independent Wealth Network Inc. (1.6%) and Astoria Portfolio Advisors LLC. (1.1%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
Has Congress traded RDFI?
No member of Congress has disclosed a trade in RDFI.
Who is the largest holder of RDFI?
Among 13F filers, Belpointe Asset Management LLC reports the largest RDFI position, $17.4M (730,740 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Puff Wealth Management, LLC's: 2.6% of its portfolio.
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