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REDW Wealth LLC: VTV position timeline

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

REDW Wealth LLC held 27,348 VTV 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 27,348 shares
    Change vs previous 13F +8,300 shares

    2.14% of the 13F portfolio, value $5,959,908.

    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 19,048 shares
    Change vs previous 13F +3,037 shares

    1.49% of the 13F portfolio, value $3,737,259.

    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 16,011 shares
    Change vs previous 13F +3,232 shares

    1.17% of the 13F portfolio, value $3,057,876.

    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 12,779 shares
    Change vs previous 13F +2,500 shares

    0.9% of the 13F portfolio, value $2,383,172.

    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 10,279 shares
    Change vs previous 13F +166 shares

    0.72% of the 13F portfolio, value $1,816,663.

    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 10,113 shares
    Change vs previous 13F -3,632 shares

    0.65% of the 13F portfolio, value $1,746,873.

    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 13,745 shares
    Change vs previous 13F -7,765 shares

    0.81% of the 13F portfolio, value $2,327,071.

    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 21,510 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $3,754,972.

    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).