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Disclosery

REDW Wealth LLC: AVUV position timeline

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

REDW Wealth LLC held 8,196 AVUV 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 8,196 shares
    Change vs previous 13F -999 shares

    0.37% of the 13F portfolio, value $1,022,537.

    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 9,195 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,015,824.

    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 9,195 shares
    Change vs previous 13F -200 shares

    0.36% of the 13F portfolio, value $937,713.

    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 9,395 shares
    Change vs previous 13F +209 shares

    0.35% of the 13F portfolio, value $935,036.

    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 9,186 shares
    Change vs previous 13F -53 shares

    0.33% of the 13F portfolio, value $836,828.

    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 9,239 shares
    Change vs previous 13F -212 shares

    0.3% of the 13F portfolio, value $805,371.

    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 9,451 shares
    Change vs previous 13F -8,790 shares

    0.32% of the 13F portfolio, value $912,335.

    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 18,241 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,750,261.

    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).