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Disclosery

REDW Wealth LLC: IBDW position timeline

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

REDW Wealth LLC held 72,386 IBDW 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 72,386 shares
    Change vs previous 13F -3,944 shares

    0.54% of the 13F portfolio, value $1,508,524.

    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 76,330 shares
    Change vs previous 13F -2,609 shares

    0.64% of the 13F portfolio, value $1,597,587.

    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 78,939 shares
    Change vs previous 13F -1,289 shares

    0.64% of the 13F portfolio, value $1,669,560.

    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 80,228 shares
    Change vs previous 13F -14 shares

    0.64% of the 13F portfolio, value $1,702,438.

    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 80,242 shares
    Change vs previous 13F -29 shares

    0.67% of the 13F portfolio, value $1,688,292.

    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 80,271 shares
    Change vs previous 13F -34,441 shares

    0.62% of the 13F portfolio, value $1,665,623.

    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 114,712 shares
    Change vs previous 13F -63,936 shares

    0.81% of the 13F portfolio, value $2,334,389.

    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 178,648 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $3,790,911.

    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).