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Disclosery

Red Door Wealth Management, LLC: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Red Door Wealth Management, LLC on WM, newest first. How the timeline and the estimate are built.

Red Door Wealth Management, LLC held 43,680 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,680 shares
    Change vs previous 13F +729 shares

    0.89% of the 13F portfolio, value $9,735,391.

    13F-HR 0001172661-26-002598 filed by Red Door Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 42,951 shares
    Change vs previous 13F +790 shares

    1.03% of the 13F portfolio, value $9,869,674.

    13F-HR 0001172661-26-001522 filed by Red Door Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 42,161 shares
    Change vs previous 13F +308 shares

    0.96% of the 13F portfolio, value $9,263,161.

    13F-HR 0001172661-26-000224 filed by Red Door Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 41,853 shares
    Change vs previous 13F +3,074 shares

    0.98% of the 13F portfolio, value $9,242,527.

    13F-HR 0001172661-25-004250 filed by Red Door Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 38,779 shares
    Change vs previous 13F +2,567 shares

    1.06% of the 13F portfolio, value $8,873,326.

    13F-HR 0001172661-25-002661 filed by Red Door Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 36,212 shares
    Change vs previous 13F +2,595 shares

    1.24% of the 13F portfolio, value $8,383,365.

    13F-HR 0001172661-25-001542 filed by Red Door Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 33,617 shares
    Change vs previous 13F +3,455 shares

    1.04% of the 13F portfolio, value $6,783,635.

    13F-HR 0001172661-25-000262 filed by Red Door Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 30,162 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $6,261,539.

    13F-HR 0001172661-24-004270 filed by Red Door Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).