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Disclosery

Redwood Wealth Management Group, LLC: SDY position timeline

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

Redwood Wealth Management Group, LLC held 0 SDY 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 -11,465 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 11,465 shares
    Change vs previous 13F -546 shares

    0.72% of the 13F portfolio, value $1,673,264.

    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 12,011 shares
    Change vs previous 13F -634 shares

    0.7% of the 13F portfolio, value $1,671,433.

    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 12,645 shares
    Change vs previous 13F -740 shares

    0.75% of the 13F portfolio, value $1,770,983.

    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 13,385 shares
    Change vs previous 13F -471 shares

    0.82% of the 13F portfolio, value $1,816,768.

    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 13,856 shares
    Change vs previous 13F -4,590 shares

    0.96% of the 13F portfolio, value $1,880,009.

    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 18,446 shares
    Change vs previous 13F -2,121 shares

    1.19% of the 13F portfolio, value $2,434,720.

    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 20,567 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $2,921,348.

    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).