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Disclosery

Redwood Financial Network Corp: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Redwood Financial Network Corp on XLE, newest first. How the timeline and the estimate are built.

Redwood Financial Network Corp held 15,076 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,076 shares
    Change vs previous 13F -2,420 shares

    0.44% of the 13F portfolio, value $800,686.

    13F-HR 0001927724-26-000005 filed by Redwood Financial Network Corp
    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 17,496 shares
    Change vs previous 13F -415 shares

    0.7% of the 13F portfolio, value $1,071,818.

    13F-HR 0001927724-26-000003 filed by Redwood Financial Network Corp
    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 17,911 shares
    Change vs previous 13F +10,026 shares

    0.51% of the 13F portfolio, value $800,822.

    13F-HR 0001927724-26-000001 filed by Redwood Financial Network Corp
    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 7,885 shares
    Change vs previous 13F +863 shares

    0.45% of the 13F portfolio, value $704,456.

    13F-HR 0001927724-25-000007 filed by Redwood Financial Network Corp
    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 7,022 shares
    Change vs previous 13F +57 shares

    0.4% of the 13F portfolio, value $595,580.

    13F-HR 0001927724-25-000005 filed by Redwood Financial Network Corp
    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 6,965 shares
    Change vs previous 13F -928 shares

    0.5% of the 13F portfolio, value $650,880.

    13F-HR 0001927724-25-000004 filed by Redwood Financial Network Corp
    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 7,893 shares
    Change vs previous 13F -1,244 shares

    0.5% of the 13F portfolio, value $676,073.

    13F-HR 0001927724-25-000001 filed by Redwood Financial Network Corp
    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 9,137 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $802,241.

    13F-HR 0001927724-24-000005 filed by Redwood Financial Network Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).