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Livermore
Livermore
ZHEN

Crestmont Private Wealth LLC

SEC CIK
0001873372
Latest filing
Aug 7, 2026

V holding history

Visa 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.

V overviewAll 13F holders of VFull 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 V by Crestmont Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−3,187−100.0%Sold outHolders
Q1 20263,187$963.3K0.3%+154+5.1%AddedHolders
Q4 20253,033$1.06M0.3%+92+3.1%AddedHolders
Q3 20252,941$1.00M0.3%+148+5.3%AddedHolders
Q2 20252,793$991.7K0.4%+184+7.1%AddedHolders
Q1 20252,609$914.4K0.4%+271+11.6%AddedHolders
Q4 20242,338$738.9K0.3%−110−4.5%ReducedHolders
Q3 20242,448$673.1K0.3%+161+7.0%AddedHolders
Q2 20242,287$600.3K0.3%+343+17.6%AddedHolders
Q1 20241,944$542.6K0.3%+417+27.3%AddedHolders
Q4 20231,527$397.6K0.2%−87−5.4%ReducedHolders
Q3 20231,614$371.3K0.2%−395−19.7%ReducedHolders
Q2 20232,009$477.1K0.3%+195+10.7%AddedHolders
Q1 20231,814$409.0K0.3%+266+17.2%AddedHolders
Q4 20221,548$321.6K0.2%+1,548NewHolders