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Disclosery

Red Mountain Financial, LLC: CSRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Red Mountain Financial, LLC on CSRE, newest first. How the timeline and the estimate are built.

Red Mountain Financial, LLC held 38,153 CSRE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,153 shares
    Change vs previous 13F +5,286 shares

    0.91% of the 13F portfolio, value $1,082,784.

    13F-HR 0001997650-26-000004 filed by Red Mountain Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 32,867 shares
    Change vs previous 13F -503 shares

    0.81% of the 13F portfolio, value $863,758.

    13F-HR 0001997650-26-000002 filed by Red Mountain Financial, 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 33,370 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $851,398.

    13F-HR 0001997650-26-000001 filed by Red Mountain Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).