Skip to content
Disclosery

Redwood Wealth Management Group, LLC: JMBS position timeline

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

Redwood Wealth Management Group, LLC held 0 JMBS 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 -37,930 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 37,930 shares
    Change vs previous 13F -753 shares

    0.74% of the 13F portfolio, value $1,713,677.

    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 38,683 shares
    Change vs previous 13F -326 shares

    0.74% of the 13F portfolio, value $1,767,426.

    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 39,009 shares
    Change vs previous 13F -2,365 shares

    0.76% of the 13F portfolio, value $1,781,541.

    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 41,374 shares
    Change vs previous 13F -561 shares

    0.84% of the 13F portfolio, value $1,863,899.

    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 41,935 shares
    Change vs previous 13F -389 shares

    0.96% of the 13F portfolio, value $1,895,462.

    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 42,324 shares
    Change vs previous 13F -1,235 shares

    0.91% of the 13F portfolio, value $1,871,144.

    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 43,559 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $2,032,027.

    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).