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Disclosery

Crestmont Private Wealth LLC: DFAR position timeline

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

Crestmont Private Wealth LLC held 390,810 DFAR 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 390,810 shares
    Change vs previous 13F +51,661 shares

    2.87% of the 13F portfolio, value $10,223,590.

    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 339,149 shares
    Change vs previous 13F +8,862 shares

    2.53% of the 13F portfolio, value $8,020,877.

    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 330,287 shares
    Change vs previous 13F -2,343 shares

    2.46% of the 13F portfolio, value $7,563,971.

    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 332,630 shares
    Change vs previous 13F +3,336 shares

    2.62% of the 13F portfolio, value $7,933,226.

    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).

  5. period ended2025-06-30
    13F 329,294 shares
    Change vs previous 13F -8,558 shares

    2.79% of the 13F portfolio, value $7,725,237.

    13F-HR 0001986152-25-000065 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).

  6. period ended2025-03-31
    13F 337,852 shares
    Change vs previous 13F -25,915 shares

    3.48% of the 13F portfolio, value $8,030,742.

    13F-HR 0001873372-25-000002 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).

  7. period ended2024-12-31
    13F 363,767 shares
    Change vs previous 13F +10,074 shares

    3.81% of the 13F portfolio, value $8,464,858.

    13F-HR 0001873372-25-000001 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).

  8. period ended2024-09-30
    13F 353,693 shares
    Change vs previous 13F not available

    3.96% of the 13F portfolio, value $9,068,689.

    13F-HR 0001738720-24-000006 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).