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REDW Wealth LLC: AVUS position timeline

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

REDW Wealth LLC held 145,795 AVUS shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 145,795 shares
    Change vs previous 13F +8,279 shares

    6.69% of the 13F portfolio, value $18,673,377.

    13F-HR 0001688931-26-000007 filed by REDW Wealth 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 137,516 shares
    Change vs previous 13F -9,697 shares

    6.1% of the 13F portfolio, value $15,289,071.

    13F-HR 0001688931-26-000005 filed by REDW Wealth 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 147,213 shares
    Change vs previous 13F -13,625 shares

    6.27% of the 13F portfolio, value $16,455,494.

    13F-HR 0001688931-26-000003 filed by REDW Wealth 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 160,838 shares
    Change vs previous 13F -14,549 shares

    6.61% of the 13F portfolio, value $17,483,093.

    13F-HR 0001688931-25-000012 filed by REDW Wealth 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 175,387 shares
    Change vs previous 13F +1,304 shares

    7.03% of the 13F portfolio, value $17,682,494.

    13F-HR 0001688931-25-000007 filed by REDW Wealth 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 174,083 shares
    Change vs previous 13F -8,366 shares

    5.99% of the 13F portfolio, value $16,081,761.

    13F-HR 0001688931-25-000005 filed by REDW Wealth 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 182,449 shares
    Change vs previous 13F -58,822 shares

    6.14% of the 13F portfolio, value $17,684,746.

    13F-HR 0001688931-25-000002 filed by REDW Wealth 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 241,271 shares
    Change vs previous 13F not available

    5.88% of the 13F portfolio, value $22,956,954.

    13F-HR 0001688931-24-000014 filed by REDW Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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