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REDSTONE WEALTH MANAGEMENT, LLC: SPY position timeline

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

REDSTONE WEALTH MANAGEMENT, LLC held 554 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 554 shares
    Change vs previous 13F -45 shares

    0.27% of the 13F portfolio, value $413,711.

    13F-HR 0002049950-26-000003 filed by REDSTONE WEALTH MANAGEMENT, 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 599 shares
    Change vs previous 13F +14 shares

    0.31% of the 13F portfolio, value $389,554.

    13F-HR 0002049950-26-000002 filed by REDSTONE WEALTH MANAGEMENT, 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 585 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $398,923.

    13F-HR 0002049950-26-000001 filed by REDSTONE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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