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Disclosery

REDW Wealth LLC: IVW position timeline

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

REDW Wealth LLC held 16,453 IVW 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 16,453 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $2,262,781.

    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 16,453 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $1,860,999.

    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 16,453 shares
    Change vs previous 13F 0 shares

    0.77% of the 13F portfolio, value $2,027,997.

    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 16,453 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $1,986,206.

    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 16,453 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $1,811,475.

    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 16,453 shares
    Change vs previous 13F +915 shares

    0.57% of the 13F portfolio, value $1,527,332.

    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 15,538 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $1,577,573.

    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 15,538 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,487,764.

    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).