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Crestmont Private Wealth LLC

SEC CIK
0001873372
Latest filing
Aug 7, 2026

AIZ holding history

Assurant, Inc. in every 13F filed by Crestmont Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AIZ overviewAll 13F holders of AIZFull Q2 2026 holdings

Shares (Q2 2026)
1,435
Value
$385.3K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of AIZ by Crestmont Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,435$385.3K0.1%+72+5.3%AddedHolders
Q1 20261,363$296.9K0.1%+467+52.1%AddedHolders
Q4 2025896$215.8K0.1%+896NewHolders