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REDMONT WEALTH ADVISORS LLC: SPY position timeline

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

REDMONT WEALTH ADVISORS LLC held 5,415 SPY 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 5,415 shares
    Change vs previous 13F -22 shares

    5.59% of the 13F portfolio, value $3,692,394.

    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 5,437 shares
    Change vs previous 13F +46 shares

    5.05% of the 13F portfolio, value $3,621,768.

    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 5,391 shares
    Change vs previous 13F +849 shares

    4.89% of the 13F portfolio, value $3,330,829.

    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 4,542 shares
    Change vs previous 13F -1,311 shares

    4.95% of the 13F portfolio, value $2,540,749.

    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 5,853 shares
    Change vs previous 13F +545 shares

    5.93% of the 13F portfolio, value $3,430,326.

    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).

  6. period ended2024-09-30
    13F 5,308 shares
    Change vs previous 13F -778 shares

    4.71% of the 13F portfolio, value $3,045,518.

    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 6,086 shares
    Change vs previous 13F -276 shares

    5.21% of the 13F portfolio, value $3,312,079.

    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 6,362 shares
    Change vs previous 13F not available

    4.61% of the 13F portfolio, value $3,327,610.

    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).