Position in CBOE
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$208,835
-$3,000 QoQ
Shares Held
743
-28.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBOE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Crestmont Private Wealth LLC holds $2,055,431 across 3 Financial Data & Stock Exchanges names.
All Filings in CBOE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $208,835 | 743 | Shares | Sole | 2026-05-08 | |
| 2024-09-30 | $211,835 | 1,034 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||