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Disclosery

REDW Wealth LLC: BSV position timeline

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

REDW Wealth LLC held 139,165 BSV 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 139,165 shares
    Change vs previous 13F -20,103 shares

    3.88% of the 13F portfolio, value $10,842,383.

    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 159,268 shares
    Change vs previous 13F -7,749 shares

    4.98% of the 13F portfolio, value $12,488,225.

    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 167,017 shares
    Change vs previous 13F +7,631 shares

    5.02% of the 13F portfolio, value $13,162,607.

    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 159,386 shares
    Change vs previous 13F -547 shares

    4.75% of the 13F portfolio, value $12,577,170.

    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 159,933 shares
    Change vs previous 13F +4,325 shares

    5.01% of the 13F portfolio, value $12,586,714.

    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 155,608 shares
    Change vs previous 13F -3,305 shares

    4.53% of the 13F portfolio, value $12,180,990.

    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 158,913 shares
    Change vs previous 13F -48,983 shares

    4.26% of the 13F portfolio, value $12,279,241.

    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 207,896 shares
    Change vs previous 13F not available

    4.19% of the 13F portfolio, value $16,359,319.

    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).