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Crestmont Private Wealth LLC: PYLD position timeline

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

Crestmont Private Wealth LLC held 1,336,497 PYLD 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 1,336,497 shares
    Change vs previous 13F +145,024 shares

    9.94% of the 13F portfolio, value $35,443,900.

    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 1,191,473 shares
    Change vs previous 13F +51,822 shares

    9.84% of the 13F portfolio, value $31,216,593.

    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 1,139,651 shares
    Change vs previous 13F +15,361 shares

    9.88% of the 13F portfolio, value $30,405,889.

    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 1,124,290 shares
    Change vs previous 13F +35,091 shares

    9.97% of the 13F portfolio, value $30,175,944.

    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 1,089,199 shares
    Change vs previous 13F +9,490 shares

    10.45% of the 13F portfolio, value $28,907,341.

    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 1,079,709 shares
    Change vs previous 13F +653,726 shares

    12.32% of the 13F portfolio, value $28,450,332.

    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 425,983 shares
    Change vs previous 13F +16,243 shares

    4.97% of the 13F portfolio, value $11,041,479.

    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 409,740 shares
    Change vs previous 13F not available

    4.77% of the 13F portfolio, value $10,919,571.

    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).