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Disclosery

Crestmont Private Wealth LLC: VOO position timeline

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

Crestmont Private Wealth LLC held 92,063 VOO 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 92,063 shares
    Change vs previous 13F -14,926 shares

    17.74% of the 13F portfolio, value $63,229,761.

    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 106,989 shares
    Change vs previous 13F +8,428 shares

    20.15% of the 13F portfolio, value $63,931,406.

    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 98,561 shares
    Change vs previous 13F +239 shares

    20.09% of the 13F portfolio, value $61,810,667.

    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 98,322 shares
    Change vs previous 13F +3,761 shares

    19.89% of the 13F portfolio, value $60,210,685.

    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 94,561 shares
    Change vs previous 13F +2,109 shares

    19.42% of the 13F portfolio, value $53,713,725.

    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 92,452 shares
    Change vs previous 13F +4,261 shares

    20.57% of the 13F portfolio, value $47,512,225.

    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 88,191 shares
    Change vs previous 13F +1,226 shares

    21.38% of the 13F portfolio, value $47,517,950.

    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 86,965 shares
    Change vs previous 13F not available

    20.05% of the 13F portfolio, value $45,888,660.

    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).