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Disclosery

REDW Wealth LLC: ICSH position timeline

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

REDW Wealth LLC held 15,658 ICSH 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 15,658 shares
    Change vs previous 13F -1,652 shares

    0.28% of the 13F portfolio, value $791,982.

    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 17,310 shares
    Change vs previous 13F +987 shares

    0.35% of the 13F portfolio, value $876,232.

    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 16,323 shares
    Change vs previous 13F +1,516 shares

    0.31% of the 13F portfolio, value $825,617.

    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 14,807 shares
    Change vs previous 13F +4,278 shares

    0.28% of the 13F portfolio, value $751,455.

    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 10,529 shares
    Change vs previous 13F +808 shares

    0.21% of the 13F portfolio, value $533,926.

    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 9,721 shares
    Change vs previous 13F -1,104 shares

    0.18% of the 13F portfolio, value $492,855.

    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 10,825 shares
    Change vs previous 13F -2,308 shares

    0.19% of the 13F portfolio, value $545,905.

    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 13,133 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $666,368.

    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).