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Disclosery

Crestmont Private Wealth LLC: IVV position timeline

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

Crestmont Private Wealth LLC held 91,163 IVV 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 91,163 shares
    Change vs previous 13F -1,282 shares

    19.15% of the 13F portfolio, value $68,271,426.

    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 92,445 shares
    Change vs previous 13F -1,676 shares

    19.03% of the 13F portfolio, value $60,385,857.

    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 94,121 shares
    Change vs previous 13F -3,473 shares

    20.95% of the 13F portfolio, value $64,467,137.

    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 97,594 shares
    Change vs previous 13F -1,659 shares

    21.58% of the 13F portfolio, value $65,319,441.

    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 99,253 shares
    Change vs previous 13F -1,888 shares

    22.28% of the 13F portfolio, value $61,625,981.

    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 101,141 shares
    Change vs previous 13F -854 shares

    24.6% of the 13F portfolio, value $56,830,941.

    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 101,995 shares
    Change vs previous 13F +1,419 shares

    27.01% of the 13F portfolio, value $60,042,395.

    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 100,576 shares
    Change vs previous 13F not available

    25.35% of the 13F portfolio, value $58,013,962.

    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).