Crestmont Private Wealth LLC

SEC CIK: 0001873372
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

CMI holding history

Cummins 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.

CMI overview All 13F holders of CMI Full Q2 2026 holdings

Shares (Q2 2026): 654
Value: $466.4K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of CMI by Crestmont Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	654	$466.4K	0.1%	−17−2.5%	Reduced	Holders
Q1 2026	671	$361.0K	0.1%	+117+21.1%	Added	Holders
Q4 2025	554	$282.8K	0.1%	+28+5.3%	Added	Holders
Q3 2025	526	$222.2K	0.1%	+526	New	Holders