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Disclosery

Crestmont Private Wealth LLC: V position timeline

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

Crestmont Private Wealth LLC held 0 V 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 0 shares
    Change vs previous 13F -3,187 shares

    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).

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

  2. period ended2026-03-31
    13F 3,187 shares
    Change vs previous 13F +154 shares

    0.3% of the 13F portfolio, value $963,285.

    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 3,033 shares
    Change vs previous 13F +92 shares

    0.35% of the 13F portfolio, value $1,063,753.

    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 2,941 shares
    Change vs previous 13F +148 shares

    0.33% of the 13F portfolio, value $1,004,074.

    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 2,793 shares
    Change vs previous 13F +184 shares

    0.36% of the 13F portfolio, value $991,698.

    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 2,609 shares
    Change vs previous 13F +271 shares

    0.4% of the 13F portfolio, value $914,390.

    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 2,338 shares
    Change vs previous 13F -110 shares

    0.33% of the 13F portfolio, value $738,935.

    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 2,448 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $673,104.

    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).