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Livermore
Livermore
ZHEN

Crestmont Private Wealth LLC

SEC CIK
0001873372
Latest filing
Aug 7, 2026

SPGI holding history

S&P Global 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.

SPGI overviewAll 13F holders of SPGIFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q4 2022
Holdings of SPGI by Crestmont Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−2,137−100.0%Sold outHolders
Q1 20262,137$909.0K0.3%+299+16.3%AddedHolders
Q4 20251,838$960.5K0.3%−59−3.1%ReducedHolders
Q3 20251,897$923.3K0.3%+215+12.8%AddedHolders
Q2 20251,682$886.9K0.3%+36+2.2%AddedHolders
Q1 20251,646$836.3K0.4%+185+12.7%AddedHolders
Q4 20241,461$727.6K0.3%−98−6.3%ReducedHolders
Q3 20241,559$805.4K0.4%+81+5.5%AddedHolders
Q2 20241,478$659.2K0.3%+225+18.0%AddedHolders
Q1 20241,253$533.1K0.3%+267+27.1%AddedHolders
Q4 2023986$434.4K0.2%−31−3.0%ReducedHolders
Q3 20231,017$371.6K0.2%−291−22.2%ReducedHolders
Q2 20231,308$524.4K0.3%+130+11.0%AddedHolders
Q1 20231,178$406.1K0.3%+170+16.9%AddedHolders
Q4 20221,008$337.6K0.2%+1,008NewHolders