Redwood Wealth Management Group, LLC TBGVX β€” TWEEDY, BROWNE INTERNATIONAL VALUE FUND

Ownership history in Redwood Wealth Management Group, LLC  Β·  7 quarters on record

AI Ownership Summary

Redwood Wealth Management Group, LLC reported TWEEDY, BROWNE INTERNATIONAL VALUE FUND (TBGVX) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.13% in 2026 Q1. The latest visible filing shows TBGVX at 0.13% 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 TBGVX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Redwood Wealth Management Group, LLC's position in TWEEDY, BROWNE INTERNATIONAL VALUE FUND, 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
2026 Q1

TBGVX was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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 Wealth Management Group, LLC held TBGVX β€” position size vs. price
% of Fund (quarterly)    TBGVX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 10,677 β€” 0% 0.13% $311K 2026-04-24 $29.71
2025 Q4 ADDED β€” β€” β€” 10,677 +1,162 +12.2% 0.13% $301K 2026-02-03 $29.86
2025 Q3 UNCHANGED β€” β€” β€” 9,515 β€” 0% 0.12% $289K 2025-10-24 $27.66
2025 Q2 UNCHANGED β€” β€” β€” 9,515 β€” 0% 0.13% $283K 2025-08-05 $26.16
2025 Q1 UNCHANGED β€” β€” β€” 9,515 β€” 0% 0.13% $261K 2025-04-21 $23.87
2024 Q4 ADDED β€” β€” β€” 9,515 +847 +9.8% 0.12% $242K 2025-01-27 $23.53
2024 Q3 INITIATED β€” β€” β€” 8,668 β€” β€” 0.13% $257K 2024-11-13 $22.97

🏒 Other funds also holding TBGVX

As of 2026 Q2 β€” sorted by position size

Coston, McIsaac & Partners 3Y 0.01%

FAQ About Redwood Wealth Management Group, LLC and TBGVX

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

How long has Redwood Wealth Management Group, LLC reported owning TBGVX?

Redwood Wealth Management Group, LLC reported TBGVX across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported TBGVX position in Redwood Wealth Management Group, LLC's portfolio?

The largest reported portfolio weight for TBGVX was 0.13% in 2026 Q1.

What is the latest reported TBGVX position on this page?

The most recent filing on this page is 2026 Q1, when Redwood Wealth Management Group, LLC reported 10,677 shares, equal to 0.13% of portfolio, with an estimated market value of $311K.

What does the chart on this TBGVX ownership page compare?

The chart compares Redwood Wealth Management Group, LLC's quarterly TBGVX 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.

How well did Redwood Wealth Management Group, LLC time their TBGVX position?

Based on 13F filing dates vs. subsequent TBGVX price moves, Redwood Wealth Management Group, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on TBGVX relative to SPY over the holding period was +4.3%.

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