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Disclosery

Redwood Wealth Management Group, LLC: IVW position timeline

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

Redwood Wealth Management Group, LLC held 0 IVW 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 -33,607 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 33,607 shares
    Change vs previous 13F -68 shares

    1.64% of the 13F portfolio, value $3,801,288.

    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 33,675 shares
    Change vs previous 13F -342 shares

    1.74% of the 13F portfolio, value $4,150,781.

    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 34,017 shares
    Change vs previous 13F -9 shares

    1.74% of the 13F portfolio, value $4,106,532.

    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 34,026 shares
    Change vs previous 13F +218 shares

    1.68% of the 13F portfolio, value $3,746,263.

    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 33,808 shares
    Change vs previous 13F -216 shares

    1.6% of the 13F portfolio, value $3,138,397.

    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 34,024 shares
    Change vs previous 13F -915 shares

    1.68% of the 13F portfolio, value $3,452,075.

    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 34,939 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $3,345,409.

    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).