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Crestmont Private Wealth LLC

SEC CIK
0001873372
Latest filing
Aug 7, 2026

FDS holding history

Factset Research Systems 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.

FDS overviewAll 13F holders of FDSFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q3 2024
Holdings of FDS by Crestmont Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−445−100.0%Sold outHolders
Q4 2024445$213.7K0.1%+1+0.2%AddedHolders
Q3 2024444$204.2K0.1%+444NewHolders