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Disclosery

REDW Wealth LLC: VO position timeline

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

REDW Wealth LLC held 34,138 VO 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 34,138 shares
    Change vs previous 13F +26,139 shares

    0.99% of the 13F portfolio, value $2,750,519.

    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 7,999 shares
    Change vs previous 13F +5 shares

    0.92% of the 13F portfolio, value $2,297,263.

    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 7,994 shares
    Change vs previous 13F -531 shares

    0.88% of the 13F portfolio, value $2,319,950.

    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 8,525 shares
    Change vs previous 13F +29 shares

    0.95% of the 13F portfolio, value $2,503,990.

    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 8,496 shares
    Change vs previous 13F -1,111 shares

    0.95% of the 13F portfolio, value $2,377,537.

    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 9,607 shares
    Change vs previous 13F -345 shares

    0.92% of the 13F portfolio, value $2,484,656.

    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 9,952 shares
    Change vs previous 13F -5,252 shares

    0.91% of the 13F portfolio, value $2,628,662.

    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 15,204 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $4,011,187.

    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).