Crestmont Private Wealth LLC: MUNI position timeline

Crestmont Private Wealth LLC held 212,399 MUNI 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 212,399 shares

   Change vs previous 13F +12,005 shares

   3.13% of the 13F portfolio, value $11,172,187.

   13F-HR 0001986152-26-000111 filed by Crestmont Private Wealth LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 200,394 shares

   Change vs previous 13F +7,457 shares

   3.3% of the 13F portfolio, value $10,458,563.

   13F-HR 0001986152-26-000069 filed by Crestmont Private Wealth LLC
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 192,937 shares

   Change vs previous 13F +8,905 shares

   3.29% of the 13F portfolio, value $10,111,828.

   13F-HR 0001986152-26-000019 filed by Crestmont Private Wealth LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 184,032 shares

   Change vs previous 13F +3,036 shares

   3.18% of the 13F portfolio, value $9,621,193.

   13F-HR 0001986152-25-000106 filed by Crestmont Private Wealth LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 180,996 shares

   Change vs previous 13F not available

   3.36% of the 13F portfolio, value $9,295,955.

   13F-HR 0001986152-25-000065 filed by Crestmont Private Wealth LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).