Redwood Family Wealth LLC NGL β€” NGL ENERGY PARTNERS LP

Ownership history in Redwood Family Wealth LLC  Β·  1 quarter on record

AI Ownership Summary

Redwood Family Wealth LLC reported NGL ENERGY PARTNERS LP (NGL) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 0.54% in 2025 Q4. The latest visible filing shows NGL at 0.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NGL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Redwood Family Wealth LLC's position in NGL ENERGY PARTNERS LP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NGL was reported at 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Redwood Family Wealth LLC held NGL β€” position size vs. price
% of Fund (quarterly)    NGL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED β€” β€” β€” 54,851 β€” β€” 0.54% $549K 2026-03-06 $11.50

FAQ About Redwood Family Wealth LLC and NGL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Redwood Family Wealth LLC reported owning NGL?

Redwood Family Wealth LLC reported NGL across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported NGL position in Redwood Family Wealth LLC's portfolio?

The largest reported portfolio weight for NGL was 0.54% in 2025 Q4.

What is the latest reported NGL position on this page?

The most recent filing on this page is 2025 Q4, when Redwood Family Wealth LLC reported 54,851 shares, equal to 0.54% of portfolio, with an estimated market value of $549K.

What does the chart on this NGL ownership page compare?

The chart compares Redwood Family Wealth LLC's quarterly NGL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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