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Redmont Wealth Advisors LLC

SEC CIK
0001910482
Latest filing
Feb 6, 2026

JEF holding history

Jefferies Financial Group Inc. in every 13F filed by Redmont Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JEF overviewAll 13F holders of JEFFull Q4 2025 holdings

Shares (Q4 2025)
14,832
Value
$919.1K
% of portfolio
1.4%
Quarters held
16
Since Q1 2022
Holdings of JEF by Redmont Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202514,832$919.1K1.4%+333+2.3%AddedHolders
Q3 202514,499$948.5K1.3%−742−4.9%ReducedHolders
Q2 202515,241$833.5K1.2%+5,342+54.0%AddedHolders
Q1 20259,899$530.3K1.0%−3,930−28.4%ReducedHolders
Q4 202413,829$1.08M1.9%−1,401−9.2%ReducedHolders
Q3 202415,230$937.4K1.5%−3,899−20.4%ReducedHolders
Q2 202419,129$951.9K1.5%−4,374−18.6%ReducedHolders
Q1 202423,503$1.04M1.4%−191−0.8%ReducedHolders
Q4 202323,694$957.5K1.4%+321+1.4%AddedHolders
Q3 202323,373$856.1K1.5%−2,781−10.6%ReducedHolders
Q2 202326,154$867.5K1.5%+2,049+8.5%AddedHolders
Q1 202324,105$765.1K1.5%+1,742+7.8%AddedHolders
Q4 202222,363$766.6K0.9%+4,899+28.1%AddedHolders
Q3 202217,464$515.0K0.7%+9,000+106.3%AddedHolders
Q2 20228,464$234.0K0.3%+1,821+27.4%AddedHolders
Q1 20226,643$218.0K0.2%+6,643NewHolders