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Livermore
Livermore
ZHEN

REDW Wealth LLC

SEC CIK
0001688931
Latest filing
Jul 30, 2026

V holding history

Visa Inc. 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
747
Value
$256.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of V by REDW Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026747$256.3K0.1%+27+3.8%AddedHolders
Q1 2026720$217.6K0.1%+21+3.0%AddedHolders
Q4 2025699$245.1K0.1%+9+1.3%AddedHolders
Q3 2025690$235.6K0.1%−8−1.1%ReducedHolders
Q2 2025698$247.8K0.1%+11+1.6%AddedHolders
Q1 2025687$240.8K0.1%00.0%UnchangedHolders
Q4 2024687$217.1K0.1%−2,213−76.3%ReducedHolders
Q3 20242,900$797.4K0.2%−323−10.0%ReducedHolders
Q2 20243,223$845.9K0.2%−75−2.3%ReducedHolders
Q1 20243,298$920.4K0.2%−20−0.6%ReducedHolders
Q4 20233,318$863.8K0.2%−124−3.6%ReducedHolders
Q3 20233,442$791.7K0.2%+13+0.4%AddedHolders
Q2 20233,429$814.3K0.2%+228+7.1%AddedHolders
Q1 20233,201$721.7K0.2%+34+1.1%AddedHolders
Q4 20223,167$658.0K0.2%−264−7.7%ReducedHolders
Q3 20223,431$610.0K0.2%+468+15.8%AddedHolders
Q2 20222,963$583.0K0.2%00.0%UnchangedHolders
Q1 20222,963$657.0K0.2%00.0%UnchangedHolders
Q4 20212,963$642.0K0.2%−33−1.1%ReducedHolders
Q3 20212,996$667.0K0.2%00.0%UnchangedHolders
Q2 20212,996$701.0K0.2%−25−0.8%ReducedHolders
Q1 20213,021$640.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.