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Disclosery

Redwood Financial Network Corp: XLU position timeline

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

Redwood Financial Network Corp held 5,717 XLU 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 5,717 shares
    Change vs previous 13F -473 shares

    0.14% of the 13F portfolio, value $259,194.

    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 6,190 shares
    Change vs previous 13F -3,630 shares

    0.19% of the 13F portfolio, value $284,041.

    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 9,820 shares
    Change vs previous 13F +3,334 shares

    0.27% of the 13F portfolio, value $419,208.

    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 6,486 shares
    Change vs previous 13F +96 shares

    0.36% of the 13F portfolio, value $565,631.

    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 6,390 shares
    Change vs previous 13F +866 shares

    0.35% of the 13F portfolio, value $521,771.

    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 5,524 shares
    Change vs previous 13F +1,160 shares

    0.33% of the 13F portfolio, value $435,571.

    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 4,364 shares
    Change vs previous 13F +476 shares

    0.25% of the 13F portfolio, value $330,346.

    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 3,888 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $314,042.

    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).