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Disclosery

Red Mountain Financial, LLC: SPTM position timeline

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

Red Mountain Financial, LLC held 28,370 SPTM 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 28,370 shares
    Change vs previous 13F +2,098 shares

    2.16% of the 13F portfolio, value $2,575,742.

    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 26,272 shares
    Change vs previous 13F -110 shares

    1.96% of the 13F portfolio, value $2,077,090.

    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 26,382 shares
    Change vs previous 13F +6,291 shares

    2.14% of the 13F portfolio, value $2,176,489.

    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).

  4. period ended2025-09-30
    13F 20,091 shares
    Change vs previous 13F +749 shares

    1.64% of the 13F portfolio, value $1,620,341.

    13F-HR 0001997650-25-000007 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).

  5. period ended2025-06-30
    13F/A 19,342 shares
    Change vs previous 13F +592 shares

    1.61% of the 13F portfolio, value $1,448,496.

    13F-HR/A 0001997650-25-000005 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).

  6. period ended2025-03-31
    13F 18,750 shares
    Change vs previous 13F +3,840 shares

    1.55% of the 13F portfolio, value $1,275,183.

    13F-HR 0001997650-25-000002 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).

  7. period ended2024-12-31
    13F 14,910 shares
    Change vs previous 13F +2,167 shares

    1.15% of the 13F portfolio, value $1,065,038.

    13F-HR 0001997650-25-000001 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).

  8. period ended2024-09-30
    13F 12,743 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $892,786.

    13F-HR 0001997650-24-000004 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).