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Disclosery

Crestmont Private Wealth LLC: CMI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crestmont Private Wealth LLC on CMI, newest first. How the timeline and the estimate are built.

Crestmont Private Wealth LLC held 654 CMI 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 654 shares
    Change vs previous 13F -17 shares

    0.13% of the 13F portfolio, value $466,439.

    13F-HR 0001986152-26-000111 filed by Crestmont Private Wealth LLC
    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 671 shares
    Change vs previous 13F +117 shares

    0.11% of the 13F portfolio, value $361,011.

    13F-HR 0001986152-26-000069 filed by Crestmont Private Wealth LLC
    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 554 shares
    Change vs previous 13F +28 shares

    0.09% of the 13F portfolio, value $282,789.

    13F-HR 0001986152-26-000019 filed by Crestmont Private Wealth LLC
    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 526 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $222,167.

    13F-HR 0001986152-25-000106 filed by Crestmont Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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