Position in INV
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$179,860
-$12,420 QoQ
Shares Held
46,000
0.0% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Redwood Family Wealth LLC holds $2,195,869 across 5 Asset Management names. INV ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NUV |
Nuveen Municipal Value Fund Inc
|
163,433 | $1,469,262 | |
| 2 | NXP |
Nuveen Select Tax Free Income Portfolio
|
13,342 | $191,457 | |
| 3 | INV |
Innventure, Inc.
This page
|
46,000 | $179,860 | |
| 4 | MHF |
Western Asset Municipal High Income Fund Inc.
|
25,797 | $179,031 | |
| 5 | NUW |
Nuveen AMT-Free Municipal Value Fund
|
12,300 | $176,259 |
All Filings in INV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $179,860 | 46,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $192,280 | 46,000 | Shares | Sole | 2026-03-06 | |
| No filing history on record for this holder in this stock. | ||||||