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Disclosery

REDW Wealth LLC: IVV position timeline

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

REDW Wealth LLC held 19,577 IVV 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 19,577 shares
    Change vs previous 13F -286 shares

    5.25% of the 13F portfolio, value $14,661,213.

    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 19,863 shares
    Change vs previous 13F -1,014 shares

    5.17% of the 13F portfolio, value $12,974,679.

    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 20,877 shares
    Change vs previous 13F -468 shares

    5.45% of the 13F portfolio, value $14,299,353.

    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 21,345 shares
    Change vs previous 13F -102 shares

    5.4% of the 13F portfolio, value $14,286,485.

    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 21,447 shares
    Change vs previous 13F +142 shares

    5.3% of the 13F portfolio, value $13,316,356.

    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 21,305 shares
    Change vs previous 13F +3,505 shares

    4.46% of the 13F portfolio, value $11,971,359.

    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 17,800 shares
    Change vs previous 13F +15,498 shares

    3.64% of the 13F portfolio, value $10,478,794.

    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 2,302 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,327,860.

    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).