Crestmont Private Wealth LLC: TER position timeline

Crestmont Private Wealth LLC held 543 TER 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 543 shares

   Change vs previous 13F -637 shares

   0.07% of the 13F portfolio, value $262,725.

   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 1,180 shares

   Change vs previous 13F 0 shares

   0.11% of the 13F portfolio, value $349,823.

   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 1,180 shares

   Change vs previous 13F +1,180 shares

   0.07% of the 13F portfolio, value $228,401.

   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 ended2024-12-31

   13F 0 shares

   Change vs previous 13F -1,508 shares

   13F-HR 0001873372-25-000001 filed by Crestmont Private Wealth LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-09-30

   13F 1,508 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $201,966.

   13F-HR 0001738720-24-000006 filed by Crestmont Private Wealth LLC
   Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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