Skip to content
Disclosery

REDW Wealth LLC: IBDV position timeline

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

REDW Wealth LLC held 42,045 IBDV 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 42,045 shares
    Change vs previous 13F -3,313 shares

    0.33% of the 13F portfolio, value $916,581.

    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 45,358 shares
    Change vs previous 13F -2,422 shares

    0.4% of the 13F portfolio, value $992,887.

    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 47,780 shares
    Change vs previous 13F -768 shares

    0.4% of the 13F portfolio, value $1,054,505.

    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 48,548 shares
    Change vs previous 13F -466 shares

    0.41% of the 13F portfolio, value $1,075,338.

    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 49,014 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $1,077,328.

    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 49,014 shares
    Change vs previous 13F -941 shares

    0.4% of the 13F portfolio, value $1,064,584.

    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 49,955 shares
    Change vs previous 13F -26,051 shares

    0.37% of the 13F portfolio, value $1,067,039.

    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 76,006 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,685,053.

    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).