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Disclosery

REDW Wealth LLC: USTB position timeline

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

REDW Wealth LLC held 157,490 USTB 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 157,490 shares
    Change vs previous 13F +36,805 shares

    2.86% of the 13F portfolio, value $7,972,161.

    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 120,685 shares
    Change vs previous 13F +57,389 shares

    2.43% of the 13F portfolio, value $6,104,272.

    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 63,296 shares
    Change vs previous 13F +31,800 shares

    1.23% of the 13F portfolio, value $3,217,969.

    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 31,496 shares
    Change vs previous 13F +22,600 shares

    0.61% of the 13F portfolio, value $1,605,981.

    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 8,896 shares
    Change vs previous 13F +792 shares

    0.18% of the 13F portfolio, value $452,095.

    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 8,104 shares
    Change vs previous 13F +2,305 shares

    0.15% of the 13F portfolio, value $410,468.

    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 5,799 shares
    Change vs previous 13F -1,001 shares

    0.1% of the 13F portfolio, value $291,110.

    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 6,800 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $345,508.

    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).