Red Mountain Financial, LLC: SPY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Red Mountain Financial, LLC on SPY, newest first. How the timeline and the estimate are built.
Red Mountain Financial, LLC held 385 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 385 sharesChange vs previous 13F -67 shares
0.24% of the 13F portfolio, value $287,488.
13F-HR 0001997650-26-000004 filed by Red Mountain Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 452 sharesChange vs previous 13F 0 shares
0.28% of the 13F portfolio, value $293,938.
13F-HR 0001997650-26-000002 filed by Red Mountain Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 452 sharesChange vs previous 13F +46 shares
0.3% of the 13F portfolio, value $308,211.
13F-HR 0001997650-26-000001 filed by Red Mountain Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 406 sharesChange vs previous 13F 0 shares
0.27% of the 13F portfolio, value $270,453.
13F-HR 0001997650-25-000007 filed by Red Mountain Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 406 sharesChange vs previous 13F 0 shares
0.28% of the 13F portfolio, value $250,832.
13F-HR/A 0001997650-25-000005 filed by Red Mountain Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 406 sharesChange vs previous 13F 0 shares
0.28% of the 13F portfolio, value $227,099.
13F-HR 0001997650-25-000002 filed by Red Mountain Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 406 sharesChange vs previous 13F 0 shares
0.26% of the 13F portfolio, value $237,934.
13F-HR 0001997650-25-000001 filed by Red Mountain Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 406 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $232,933.
13F-HR 0001997650-24-000004 filed by Red Mountain Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).