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Disclosery

REDW Wealth LLC: XT position timeline

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

REDW Wealth LLC held 7,417 XT 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 7,417 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $612,867.

    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 7,417 shares
    Change vs previous 13F -1,837 shares

    0.2% of the 13F portfolio, value $505,463.

    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 9,254 shares
    Change vs previous 13F -1,759 shares

    0.25% of the 13F portfolio, value $645,374.

    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 11,013 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $792,282.

    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 11,013 shares
    Change vs previous 13F -81 shares

    0.29% of the 13F portfolio, value $718,598.

    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 11,094 shares
    Change vs previous 13F -146 shares

    0.24% of the 13F portfolio, value $638,571.

    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 11,240 shares
    Change vs previous 13F -7,334 shares

    0.23% of the 13F portfolio, value $670,578.

    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 18,574 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,130,785.

    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).