REDMONT WEALTH ADVISORS LLC RSP holdings history
INVESCO S&P 500 EQUAL WEIGHT · CUSIP 46137V357 · CIK 1910482
As of 2025-12-31, REDMONT WEALTH ADVISORS LLC reported 44.60K RSP (shares), valued at $8.54M, or 12.94% of its reported non-derivative portfolio. Filed 2026-02-06.
Verify history & sources →Shares increased 0.29%; reported value increased 1.27%, and weight changed +1.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | No filing this quarter |
| Q1 2026 | Not reported | Not reported | No filing this quarter |
| Q4 2025 | 12.94% | 44,603 | SEC filing ↗Filed Feb 6, 2026 |
| Q3 2025 | 11.75% | 44,475 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 12.71% | 47,673 | SEC filing ↗Filed Nov 17, 2025 |
| Q1 2025 | 15.11% | 44,776 | SEC filing ↗Filed Apr 28, 2025 |
| Q4 2024 | 13.85% | 45,755 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 12.30% | 44,352 | SEC filing ↗Filed Oct 16, 2024 |
| Q2 2024 | 12.10% | 46,846 | SEC filing ↗Filed Jul 10, 2024 |
| Q1 2024 | 11.62% | 49,544 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 13.00% | 56,541 | SEC filing ↗Filed Jan 31, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 13.00% | 56,541 | $8.92M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 31, 2024 |
| Q1 2024 | 11.62% | 49,544 | $8.39M | Shares decreased 12.38%; reported value decreased 5.95%, and weight changed -1.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 12.10% | 46,846 | $7.70M | Shares decreased 5.45%; reported value decreased 8.29%, and weight changed +0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2024 |
| Q3 2024 | 12.30% | 44,352 | $7.95M | Shares decreased 5.32%; reported value increased 3.25%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2024 |
| Q4 2024 | 13.85% | 45,755 | $8.02M | Shares increased 3.16%; reported value increased 0.90%, and weight changed +1.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 15.11% | 44,776 | $7.76M | Shares decreased 2.14%; reported value decreased 3.26%, and weight changed +1.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2025 |
| Q2 2025 | 12.71% | 47,673 | $8.66M | Shares increased 6.47%; reported value increased 11.70%, and weight changed -2.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 17, 2025 |
| Q3 2025 | 11.75% | 44,475 | $8.44M | Shares decreased 6.71%; reported value decreased 2.62%, and weight changed -0.96 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 12.94% | 44,603 | $8.54M | Shares increased 0.29%; reported value increased 1.27%, and weight changed +1.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2026 |
| Q1 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.