Decker Wealth Management »

Royce Value Trust shares owned by Decker Wealth Management

Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by Decker Wealth Management from 13F filings

Historical chart of Decker Wealth Management investment in Royce Value Trust

Tip: Access up to 7 years of quarterly data

All positions including Royce Value Trust held by Decker Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Royce Value Trust by Decker Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $325k 20k 16.60
2025-12-31 $311k 19k 16.10

More positions owned by Decker Wealth Management

Global X Fds Glb X Mlp Enrg I (MLPX)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Whitehall Fds High Div Yld (VYM)
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)
Eli Lilly & Co. (LLY)
Global X Fds Defense Tech Etf (SHLD)
Apple (AAPL)
Ishares Tr Expnd Tec Sc Etf (IGM)
Ssga Active Tr State Street Bla (HYBL)
Alphabet Cap Stk Cl C (GOOG)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)
Broadcom (AVGO)
Wal-Mart Stores (WMT)

View all positions for Decker Wealth Management

Top funds holding Royce Value Trust

Morgan Stanley
Bank of America Corporation
Raymond James Financial
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Penserra Capital Management
Stifel Financial
Janney Montgomery Scott
Blue Bell Private Wealth Management
Lazard Asset Management
Rivernorth Capital Management
UBS Group
Waterfront Wealth
Modern Wealth Management

View all funds holding Royce Value Trust