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Disclosery

Crestmont Private Wealth LLC: IJR position timeline

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

Crestmont Private Wealth LLC held 6,310 IJR 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 6,310 shares
    Change vs previous 13F -37,909 shares

    0.26% of the 13F portfolio, value $935,881.

    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 44,219 shares
    Change vs previous 13F +1,720 shares

    1.73% of the 13F portfolio, value $5,496,884.

    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 42,499 shares
    Change vs previous 13F -274 shares

    1.66% of the 13F portfolio, value $5,107,554.

    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 42,773 shares
    Change vs previous 13F +758 shares

    1.68% of the 13F portfolio, value $5,082,671.

    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 42,015 shares
    Change vs previous 13F -919 shares

    1.66% of the 13F portfolio, value $4,591,778.

    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 42,934 shares
    Change vs previous 13F -34,949 shares

    1.94% of the 13F portfolio, value $4,489,569.

    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 77,883 shares
    Change vs previous 13F +1,390 shares

    4.04% of the 13F portfolio, value $8,973,737.

    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 76,493 shares
    Change vs previous 13F not available

    3.91% of the 13F portfolio, value $8,946,577.

    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).