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Crestmont Private Wealth LLC: TH position timeline

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

Crestmont Private Wealth LLC held 146,566 TH 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 146,566 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $2,984,084.

    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 146,566 shares
    Change vs previous 13F +100,306 shares

    0.43% of the 13F portfolio, value $1,360,132.

    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 46,260 shares
    Change vs previous 13F -31,456 shares

    0.12% of the 13F portfolio, value $370,543.

    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 77,716 shares
    Change vs previous 13F -12,256 shares

    0.22% of the 13F portfolio, value $659,032.

    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 89,972 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $640,601.

    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 89,972 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $592,016.

    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 89,972 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $869,579.

    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 89,972 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $699,982.

    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).