Position in MSCI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$648,526
+$37,828 QoQ
Shares Held
1,158
+2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#621
of 1,074 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSCI 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. MSCI ranks #3 (31.6% of the industry book) .
All Filings in MSCI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $648,526 | 1,158 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $610,698 | 1,133 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $596,679 | 1,040 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $567,410 | 1,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $520,796 | 903 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $455,793 | 806 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $388,206 | 647 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $363,748 | 624 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $279,415 | 580 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $320,016 | 571 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $267,552 | 473 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $226,268 | 441 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $251,539 | 536 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $269,770 | 482 | Shares | Sole | 2023-04-06 | |
| No filing history on record for this holder in this stock. | ||||||