Skip to content
Disclosery

REDW Wealth LLC: XSOE position timeline

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

REDW Wealth LLC held 13,762 XSOE 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 13,762 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $676,815.

    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 13,762 shares
    Change vs previous 13F -4,320 shares

    0.22% of the 13F portfolio, value $551,856.

    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 18,082 shares
    Change vs previous 13F -1,080 shares

    0.27% of the 13F portfolio, value $705,560.

    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 19,162 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $727,006.

    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 19,162 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $660,706.

    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 19,162 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $591,531.

    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 19,162 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $584,058.

    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 19,162 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $632,921.

    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).