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Disclosery

REDW Wealth LLC: QDEF position timeline

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

REDW Wealth LLC held 16,033 QDEF 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 16,033 shares
    Change vs previous 13F +15 shares

    0.5% of the 13F portfolio, value $1,395,216.

    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 16,018 shares
    Change vs previous 13F +36 shares

    0.51% of the 13F portfolio, value $1,278,557.

    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 15,982 shares
    Change vs previous 13F -1,175 shares

    0.49% of the 13F portfolio, value $1,293,903.

    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 17,157 shares
    Change vs previous 13F +970 shares

    0.52% of the 13F portfolio, value $1,372,292.

    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 16,187 shares
    Change vs previous 13F +822 shares

    0.48% of the 13F portfolio, value $1,198,660.

    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 15,365 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $1,073,860.

    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 15,365 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,078,981.

    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 15,365 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,098,748.

    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).