Crestmont Private Wealth LLC ITW ILLINOIS TOOL WKS INC

Ownership history in Crestmont Private Wealth LLC  ·  13 quarters on record

AI Ownership Summary

Crestmont Private Wealth LLC reported ILLINOIS TOOL WKS INC (ITW) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.31% in 2025 Q1. The latest visible filing shows ITW at 0.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ITW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crestmont Private Wealth LLC's position in ILLINOIS TOOL WKS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ITW was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Crestmont Private Wealth LLC held ITW — position size vs. price
% of Fund (quarterly)    ITW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 3,806 +266 +7.5% 0.30% $937K 2026-02-14 (Est.) $297.72
2025 Q3 ADDED 3,540 +414 +13.2% 0.31% $923K 2025-11-13 $242.18
2025 Q2 ADDED 3,126 +199 +6.8% 0.28% $773K 2025-08-14 $257.57
2025 Q1 ADDED 2,927 +290 +11.0% 0.31% $726K 2025-04-10 $221.21
2024 Q4 ADDED 2,637 +88 +3.5% 0.30% $669K 2025-01-14 $245.23
2024 Q3 ADDED 2,549 +134 +5.5% 0.29% $668K 2024-10-10 $247.50
2024 Q2 ADDED 2,415 +498 +26.0% 0.28% $572K 2024-07-15 $236.42
2024 Q1 ADDED 1,917 +443 +30.1% 0.26% $514K 2024-04-11 $245.45
2023 Q4 ADDED 1,474 +8 +0.5% 0.20% $386K 2024-01-11 $240.64
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Crestmont Private Wealth LLC and ITW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crestmont Private Wealth LLC reported owning ITW?

Crestmont Private Wealth LLC reported ITW across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ITW position in Crestmont Private Wealth LLC's portfolio?

The largest reported portfolio weight for ITW was 0.31% in 2025 Q1.

What is the latest reported ITW position on this page?

The most recent filing on this page is 2025 Q4, when Crestmont Private Wealth LLC reported 3,806 shares, equal to 0.30% of portfolio, with an estimated market value of $937K.

What does the chart on this ITW ownership page compare?

The chart compares Crestmont Private Wealth LLC's quarterly ITW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Crestmont Private Wealth LLC time their ITW position?

Based on 13F filing dates vs. subsequent ITW price moves, Crestmont Private Wealth LLC correctly timed 6 out of 12 reported position changes (50%). The annualised alpha on ITW relative to SPY over the holding period was -8.4%.

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