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REDW Wealth LLC

SEC CIK
0001688931
Latest filing
Jul 30, 2026

DFS holding history

Discover Financial Services in every 13F filed by REDW Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DFS overviewAll 13F holders of DFSFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q4 2022
Holdings of DFS by REDW Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−2,023−100.0%Sold outHolders
Q3 20242,023$283.8K0.1%00.0%UnchangedHolders
Q2 20242,023$264.6K0.1%00.0%UnchangedHolders
Q1 20242,023$265.2K0.1%−229−10.2%ReducedHolders
Q4 20232,252$253.1K0.1%−288−11.3%ReducedHolders
Q3 20232,540$220.1K0.1%−282−10.0%ReducedHolders
Q2 20232,822$329.8K0.1%00.0%UnchangedHolders
Q1 20232,822$279.0K0.1%+544+23.9%AddedHolders
Q4 20222,278$222.9K0.1%+2,278NewHolders