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Disclosery

REDW Wealth LLC: IWM position timeline

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

REDW Wealth LLC held 11,209 IWM 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 11,209 shares
    Change vs previous 13F -136 shares

    1.21% of the 13F portfolio, value $3,367,744.

    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 11,345 shares
    Change vs previous 13F -569 shares

    1.12% of the 13F portfolio, value $2,813,560.

    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 11,914 shares
    Change vs previous 13F -613 shares

    1.12% of the 13F portfolio, value $2,932,750.

    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 12,527 shares
    Change vs previous 13F -145 shares

    1.15% of the 13F portfolio, value $3,031,033.

    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 12,672 shares
    Change vs previous 13F +116 shares

    1.09% of the 13F portfolio, value $2,734,491.

    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 12,556 shares
    Change vs previous 13F +1,793 shares

    0.93% of the 13F portfolio, value $2,504,796.

    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 10,763 shares
    Change vs previous 13F +9,347 shares

    0.83% of the 13F portfolio, value $2,378,192.

    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 1,416 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $312,780.

    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).