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REDMONT WEALTH ADVISORS LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of REDMONT WEALTH ADVISORS LLC on SCHW, newest first. How the timeline and the estimate are built.

REDMONT WEALTH ADVISORS LLC held 317 SCHW shares at 2025-12-31 per its 13F-HR filed 2026-02-06.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 317 shares
    Change vs previous 13F -41 shares

    0.05% of the 13F portfolio, value $31,671.

    13F-HR 0001910482-26-000003 filed by REDMONT WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 358 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $34,178.

    13F-HR 0001910482-25-000012 filed by REDMONT WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 358 shares
    Change vs previous 13F +126 shares

    0.05% of the 13F portfolio, value $32,664.

    13F-HR 0001910482-25-000014 filed by REDMONT WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 232 shares
    Change vs previous 13F +232 shares

    0.04% of the 13F portfolio, value $18,161.

    13F-HR 0001910482-25-000004 filed by REDMONT WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -848 shares

    13F-HR 0001910482-25-000002 filed by REDMONT WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F 848 shares
    Change vs previous 13F -7,846 shares

    0.09% of the 13F portfolio, value $54,959.

    13F-HR 0001910482-24-000011 filed by REDMONT WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 8,694 shares
    Change vs previous 13F -1,901 shares

    1.01% of the 13F portfolio, value $640,627.

    13F-HR 0001910482-24-000003 filed by REDMONT WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 10,595 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $766,463.

    13F-HR 0001910482-24-000002 filed by REDMONT WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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