Rede Wealth, LLC has recently submitted its quarterly 13F-HR report, which details the firm’s investment holdings as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and positions in the market.
Background
Rede Wealth, LLC is a financial services firm based in Charlottesville, Virginia. The company operates under the Central Index Key (CIK) number 0001842054. According to the recent filings, the firm primarily engages in investment management activities. The latest filing, dated October 22, 2026, follows a series of 13F reports and other regulatory submissions.
What the Filing Says
The filing, identified by SEC Accession Number 0001842054-26-000006, was accepted on the same day it was submitted. It covers the period ending September 30, 2026. Details regarding specific holdings or changes in investment strategies were not disclosed in the filing.
Impact
This quarterly report may impact various stakeholders, including investors, analysts, and competitors within the financial services industry. The insights provided by Rede Wealth's holdings can influence market perceptions and investment decisions.
What's Next
The filing does not say what happens next.
Company Information
Rede Wealth, LLC is incorporated in Delaware and has a fiscal year that ends on December 31. The firm has been assigned an Employer Identification Number (EIN) of 472817663, which is necessary for tax purposes. The company's business address is listed as 600 Peter Jefferson Parkway, Suite 250, Charlottesville, VA 22911, and they can be contacted at 434.974.3500.
Filing Details
This 13F-HR report was filed on October 22, 2026, and accepted by the SEC on the same day at 15:15:14. The report covers the period ending September 30, 2026, and includes two documents related to the filing. The first document is the primary report, and the second is the information table, which provides detailed information about the firm's holdings.
Document Access
The filing includes links to various document formats, including HTML and XML versions of the primary document and the information table. The information table document is particularly significant as it contains detailed data about the firm's investment holdings as of the reporting date.
Additional Context
While the filing provides a snapshot of Rede Wealth's investment strategies, it does not disclose specific holdings or any changes in investment strategies from the previous quarter. This lack of detail may leave stakeholders wanting more information about the firm’s current market positions and future outlook.