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Redwood Wealth Management Group, LLC: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Redwood Wealth Management Group, LLC on AVGO, newest first. How the timeline and the estimate are built.

Redwood Wealth Management Group, LLC held 0 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -15,725 shares

    13F-HR 0001963839-26-000005 filed by Redwood Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 15,725 shares
    Change vs previous 13F +15 shares

    2.1% of the 13F portfolio, value $4,866,934.

    13F-HR 0001963839-26-000004 filed by Redwood Wealth Management Group, LLC
    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 15,710 shares
    Change vs previous 13F -264 shares

    2.27% of the 13F portfolio, value $5,437,066.

    13F-HR 0001963839-26-000002 filed by Redwood Wealth Management Group, LLC
    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 15,974 shares
    Change vs previous 13F -266 shares

    2.24% of the 13F portfolio, value $5,270,143.

    13F-HR 0001963839-25-000012 filed by Redwood Wealth Management Group, LLC
    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 16,240 shares
    Change vs previous 13F +163 shares

    2.01% of the 13F portfolio, value $4,476,571.

    13F-HR 0001963839-25-000010 filed by Redwood Wealth Management Group, LLC
    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 16,077 shares
    Change vs previous 13F +3,876 shares

    1.37% of the 13F portfolio, value $2,691,748.

    13F-HR 0001963839-25-000006 filed by Redwood Wealth Management Group, LLC
    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 12,201 shares
    Change vs previous 13F -4,829 shares

    1.38% of the 13F portfolio, value $2,831,439.

    13F-HR 0001963839-25-000004 filed by Redwood Wealth Management Group, LLC
    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 17,030 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $2,937,595.

    13F-HR 0001963839-24-000013 filed by Redwood Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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