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Disclosery

Crestmont Private Wealth LLC: DFAT position timeline

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

Crestmont Private Wealth LLC held 306,999 DFAT 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 306,999 shares
    Change vs previous 13F +112,245 shares

    6.02% of the 13F portfolio, value $21,459,230.

    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 194,754 shares
    Change vs previous 13F +5,252 shares

    3.83% of the 13F portfolio, value $12,162,387.

    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 189,502 shares
    Change vs previous 13F -57 shares

    3.67% of the 13F portfolio, value $11,282,949.

    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 189,559 shares
    Change vs previous 13F +2,936 shares

    3.65% of the 13F portfolio, value $11,034,229.

    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 186,623 shares
    Change vs previous 13F -285 shares

    3.64% of the 13F portfolio, value $10,070,177.

    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 186,908 shares
    Change vs previous 13F not available

    4.17% of the 13F portfolio, value $9,623,893.

    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).