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REDW Wealth LLC: JQUA position timeline

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

REDW Wealth LLC held 269,822 JQUA 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 269,822 shares
    Change vs previous 13F -22,269 shares

    6.99% of the 13F portfolio, value $19,502,747.

    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 292,091 shares
    Change vs previous 13F -47,706 shares

    7.14% of the 13F portfolio, value $17,911,047.

    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 339,797 shares
    Change vs previous 13F -24,766 shares

    8.18% of the 13F portfolio, value $21,468,385.

    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 364,563 shares
    Change vs previous 13F -31,084 shares

    8.67% of the 13F portfolio, value $22,934,672.

    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 395,647 shares
    Change vs previous 13F -11,849 shares

    9.45% of the 13F portfolio, value $23,758,631.

    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 407,496 shares
    Change vs previous 13F -29,495 shares

    8.56% of the 13F portfolio, value $23,011,324.

    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 436,991 shares
    Change vs previous 13F -133,970 shares

    8.69% of the 13F portfolio, value $25,026,457.

    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 570,961 shares
    Change vs previous 13F not available

    8.28% of the 13F portfolio, value $32,299,254.

    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).