Position in CRESY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$7,353
+$7,353 QoQ
Shares Held
656
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#47
of 56 holders
Holding Since
Sep 2021
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRESY Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Activest Wealth Management holds $30,020 across 4 Conglomerates names. CRESY ranks #2 (24.5% of the industry book) .
All Filings in CRESY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,353 | 656 | Shares | Sole | 2026-07-16 | |
| 2024-12-31 | $0 | 0 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $35,415 | 4,099 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $33,693 | 4,099 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $35,032 | 3,923 | Shares | Sole | 2024-04-24 | |
| 2021-09-30 | $10,738 | 2,398 | Shares | Sole | 2021-10-12 | |
| No filing history on record for this holder in this stock. | ||||||