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REDMONT WEALTH ADVISORS LLC: XLE position timeline

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

REDMONT WEALTH ADVISORS LLC held 8 XLE 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 8 shares
    Change vs previous 13F -1,387 shares

    <0.01% of the 13F portfolio, value $371.

    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 1,395 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $124,650.

    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 1,395 shares
    Change vs previous 13F -85 shares

    0.17% of the 13F portfolio, value $118,327.

    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 1,480 shares
    Change vs previous 13F +1,480 shares

    0.27% of the 13F portfolio, value $138,321.

    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 -274 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 274 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $24,066.

    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 274 shares
    Change vs previous 13F -57 shares

    0.04% of the 13F portfolio, value $24,981.

    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 331 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $31,253.

    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).