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Disclosery

Crestmont Private Wealth LLC: SCHX position timeline

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

Crestmont Private Wealth LLC held 22,248 SCHX 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 22,248 shares
    Change vs previous 13F +1,599 shares

    0.18% of the 13F portfolio, value $654,759.

    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 20,649 shares
    Change vs previous 13F +51 shares

    0.17% of the 13F portfolio, value $529,440.

    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 20,598 shares
    Change vs previous 13F -131 shares

    0.18% of the 13F portfolio, value $554,292.

    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 20,729 shares
    Change vs previous 13F +892 shares

    0.18% of the 13F portfolio, value $546,002.

    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 19,837 shares
    Change vs previous 13F +1,301 shares

    0.18% of the 13F portfolio, value $484,816.

    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 18,536 shares
    Change vs previous 13F +1,103 shares

    0.18% of the 13F portfolio, value $409,275.

    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 17,433 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $404,097.

    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).