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Disclosery

REDW Wealth LLC: IBDX position timeline

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

REDW Wealth LLC held 37,673 IBDX 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 37,673 shares
    Change vs previous 13F -1,664 shares

    0.34% of the 13F portfolio, value $948,983.

    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 39,337 shares
    Change vs previous 13F -1,940 shares

    0.4% of the 13F portfolio, value $994,046.

    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 41,277 shares
    Change vs previous 13F -1,062 shares

    0.4% of the 13F portfolio, value $1,053,802.

    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 42,339 shares
    Change vs previous 13F +595 shares

    0.41% of the 13F portfolio, value $1,084,725.

    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 41,744 shares
    Change vs previous 13F +717 shares

    0.42% of the 13F portfolio, value $1,055,497.

    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 41,027 shares
    Change vs previous 13F -8,159 shares

    0.38% of the 13F portfolio, value $1,025,265.

    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 49,186 shares
    Change vs previous 13F -34,751 shares

    0.42% of the 13F portfolio, value $1,208,992.

    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 83,937 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,158,020.

    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).