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Disclosery

Crescent Sterling, Ltd.: WDIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crescent Sterling, Ltd. on WDIV, newest first. How the timeline and the estimate are built.

Crescent Sterling, Ltd. held 10,385 WDIV shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,385 shares
    Change vs previous 13F +491 shares

    0.74% of the 13F portfolio, value $829,833.

    13F-HR 0001754960-26-000398 filed by Crescent Sterling, Ltd.
    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 9,894 shares
    Change vs previous 13F +2,222 shares

    0.74% of the 13F portfolio, value $763,311.

    13F-HR 0001754960-26-000201 filed by Crescent Sterling, Ltd.
    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 7,672 shares
    Change vs previous 13F +1,199 shares

    0.59% of the 13F portfolio, value $578,823.

    13F-HR 0001754960-26-000008 filed by Crescent Sterling, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 6,473 shares
    Change vs previous 13F +150 shares

    0.49% of the 13F portfolio, value $470,557.

    13F-HR 0001754960-25-000669 filed by Crescent Sterling, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 6,323 shares
    Change vs previous 13F -1,329 shares

    0.5% of the 13F portfolio, value $446,043.

    13F-HR 0001754960-25-000527 filed by Crescent Sterling, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 7,652 shares
    Change vs previous 13F -546 shares

    0.51% of the 13F portfolio, value $498,219.

    13F-HR 0001754960-25-000192 filed by Crescent Sterling, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 8,198 shares
    Change vs previous 13F +51 shares

    0.52% of the 13F portfolio, value $508,997.

    13F-HR 0001754960-25-000005 filed by Crescent Sterling, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 8,147 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $543,248.

    13F-HR 0001754960-24-000495 filed by Crescent Sterling, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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