Crestmont Private Wealth LLC: DGX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crestmont Private Wealth LLC on DGX, newest first. How the timeline and the estimate are built.
Crestmont Private Wealth LLC held 4,618 DGX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 4,618 sharesChange vs previous 13F -101 shares
0.27% of the 13F portfolio, value $978,785.
13F-HR 0001986152-26-000111 filed by Crestmont Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,719 sharesChange vs previous 13F +112 shares
0.29% of the 13F portfolio, value $924,830.
13F-HR 0001986152-26-000069 filed by Crestmont Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,607 sharesChange vs previous 13F +229 shares
0.26% of the 13F portfolio, value $799,453.
13F-HR 0001986152-26-000019 filed by Crestmont Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,378 sharesChange vs previous 13F +251 shares
0.28% of the 13F portfolio, value $834,359.
13F-HR 0001986152-25-000106 filed by Crestmont Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,127 sharesChange vs previous 13F +388 shares
0.27% of the 13F portfolio, value $741,333.
13F-HR 0001986152-25-000065 filed by Crestmont Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,739 sharesChange vs previous 13F +590 shares
0.27% of the 13F portfolio, value $632,639.
13F-HR 0001873372-25-000002 filed by Crestmont Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,149 sharesChange vs previous 13F +133 shares
0.21% of the 13F portfolio, value $475,058.
13F-HR 0001873372-25-000001 filed by Crestmont Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,016 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $468,234.
13F-HR 0001738720-24-000006 filed by Crestmont Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).