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Disclosery

Crestmont Private Wealth LLC: ICE position timeline

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

Crestmont Private Wealth LLC held 5,343 ICE 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 5,343 shares
    Change vs previous 13F -59 shares

    0.18% of the 13F portfolio, value $657,777.

    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 5,402 shares
    Change vs previous 13F +508 shares

    0.27% of the 13F portfolio, value $849,627.

    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 4,894 shares
    Change vs previous 13F -55 shares

    0.26% of the 13F portfolio, value $792,632.

    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 4,949 shares
    Change vs previous 13F +462 shares

    0.28% of the 13F portfolio, value $833,808.

    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 4,487 shares
    Change vs previous 13F +278 shares

    0.3% of the 13F portfolio, value $823,230.

    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 4,209 shares
    Change vs previous 13F +544 shares

    0.31% of the 13F portfolio, value $726,053.

    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 3,665 shares
    Change vs previous 13F +116 shares

    0.25% of the 13F portfolio, value $546,122.

    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 3,549 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $570,111.

    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).