Crestmont Private Wealth LLC: BOND position timeline

Crestmont Private Wealth LLC held 222,787 BOND shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 222,787 shares

   Change vs previous 13F +30,450 shares

   5.76% of the 13F portfolio, value $20,543,189.

   13F-HR 0001986152-26-000111 filed by Crestmont Private Wealth LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 192,337 shares

   Change vs previous 13F +8,805 shares

   5.59% of the 13F portfolio, value $17,748,858.

   13F-HR 0001986152-26-000069 filed by Crestmont Private Wealth LLC
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 183,532 shares

   Change vs previous 13F -1,793 shares

   5.55% of the 13F portfolio, value $17,083,159.

   13F-HR 0001986152-26-000019 filed by Crestmont Private Wealth LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 185,325 shares

   Change vs previous 13F +5,172 shares

   5.72% of the 13F portfolio, value $17,300,089.

   13F-HR 0001986152-25-000106 filed by Crestmont Private Wealth LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 180,153 shares

   Change vs previous 13F not available

   6% of the 13F portfolio, value $16,606,504.

   13F-HR 0001986152-25-000065 filed by Crestmont Private Wealth LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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