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REDW Wealth LLC: SPTL position timeline

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

REDW Wealth LLC held 13,232 SPTL 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 13,232 shares
    Change vs previous 13F -1,387 shares

    0.12% of the 13F portfolio, value $347,075.

    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 14,619 shares
    Change vs previous 13F -1,547 shares

    0.15% of the 13F portfolio, value $384,480.

    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 16,166 shares
    Change vs previous 13F -1,151 shares

    0.16% of the 13F portfolio, value $427,914.

    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 17,317 shares
    Change vs previous 13F -7 shares

    0.18% of the 13F portfolio, value $466,693.

    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 17,324 shares
    Change vs previous 13F -105 shares

    0.18% of the 13F portfolio, value $460,472.

    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 17,429 shares
    Change vs previous 13F +2,302 shares

    0.18% of the 13F portfolio, value $475,115.

    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 15,127 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $396,176.

    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).