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Redmont Wealth Advisors LLC

SEC CIK
0001910482
Latest filing
Feb 6, 2026

MS holding history

Morgan Stanley 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.

MS overviewAll 13F holders of MSFull Q4 2025 holdings

Shares (Q4 2025)
142
Value
$25.2K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2024
Holdings of MS by Redmont Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2025142$25.2K<0.1%00.0%UnchangedHolders
Q3 2025142$22.6K<0.1%00.0%UnchangedHolders
Q2 2025142$20.0K<0.1%+142NewHolders
Q4 20240$00.0%−142−100.0%Sold outHolders
Q3 2024142$14.8K<0.1%00.0%UnchangedHolders
Q2 2024142$13.8K<0.1%00.0%UnchangedHolders
Q1 2024142$13.4K<0.1%+142NewHolders