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Disclosery

REDW Wealth LLC: VNQ position timeline

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

REDW Wealth LLC held 44,670 VNQ 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 44,670 shares
    Change vs previous 13F -3,340 shares

    1.54% of the 13F portfolio, value $4,307,567.

    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 48,010 shares
    Change vs previous 13F -5,349 shares

    1.7% of the 13F portfolio, value $4,258,502.

    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 53,359 shares
    Change vs previous 13F -850 shares

    1.8% of the 13F portfolio, value $4,721,702.

    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 54,209 shares
    Change vs previous 13F -9,753 shares

    1.87% of the 13F portfolio, value $4,955,798.

    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 63,962 shares
    Change vs previous 13F -18,472 shares

    2.27% of the 13F portfolio, value $5,696,468.

    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 82,434 shares
    Change vs previous 13F -3,341 shares

    2.78% of the 13F portfolio, value $7,463,577.

    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 85,775 shares
    Change vs previous 13F -8,580 shares

    2.65% of the 13F portfolio, value $7,640,878.

    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 94,355 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $9,192,106.

    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).