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Hldgs shares owned by Crestmont Private Wealth

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Crestmont Private Wealth from 13F filings

Historical chart of Crestmont Private Wealth investment in Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Hldgs held by Crestmont Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hldgs by Crestmont Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $255k 2.6k 96.50
2025-06-30 $211k 2.6k 79.63
2024-12-31 $256k 2.6k 97.10
2024-09-30 $208k 3.6k 57.06

More positions owned by Crestmont Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Crestmont Private Wealth

Top funds holding Hldgs

Vanguard Group
Capital Research and Management Company - Division 3
BlackRock
PRIMECAP Management Company
Sanders Capital
FMR
State Street Corporation
Citadel Advisors
Geode Capital Management
Susquehanna International
Capital World Investors
Dimensional Fund Advisors
Goldman Sachs Group
Par Capital Management
UBS Group

View all funds holding Hldgs