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Disclosery

Crestmont Private Wealth LLC: IJH position timeline

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

Crestmont Private Wealth LLC held 120,687 IJH 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 120,687 shares
    Change vs previous 13F +5,074 shares

    2.61% of the 13F portfolio, value $9,306,160.

    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 115,613 shares
    Change vs previous 13F +2,142 shares

    2.46% of the 13F portfolio, value $7,807,340.

    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 113,471 shares
    Change vs previous 13F +69 shares

    2.43% of the 13F portfolio, value $7,489,082.

    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 113,402 shares
    Change vs previous 13F +1,148 shares

    2.45% of the 13F portfolio, value $7,400,634.

    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 112,254 shares
    Change vs previous 13F -1,339 shares

    2.52% of the 13F portfolio, value $6,962,011.

    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 113,593 shares
    Change vs previous 13F -50,956 shares

    2.87% of the 13F portfolio, value $6,628,169.

    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 164,549 shares
    Change vs previous 13F +3,641 shares

    4.61% of the 13F portfolio, value $10,253,036.

    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 160,908 shares
    Change vs previous 13F not available

    4.38% of the 13F portfolio, value $10,027,767.

    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).