Skip to content
Disclosery

Crestwood Advisors Group, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crestwood Advisors Group, LLC on AAPL, newest first. How the timeline and the estimate are built.

Crestwood Advisors Group, LLC held 1,369,680 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,369,680 shares
    Change vs previous 13F -23,068 shares

    5.88% of the 13F portfolio, value $396,320,267.

    13F-HR 0001426853-26-000003 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,392,748 shares
    Change vs previous 13F +11,641 shares

    5.95% of the 13F portfolio, value $353,454,997.

    13F-HR 0001426853-26-000002 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,381,107 shares
    Change vs previous 13F -26,301 shares

    6.25% of the 13F portfolio, value $375,469,610.

    13F-HR 0001426853-26-000001 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,407,408 shares
    Change vs previous 13F -46,862 shares

    6.1% of the 13F portfolio, value $358,368,092.

    13F-HR 0001426853-25-000009 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,454,270 shares
    Change vs previous 13F -27,249 shares

    5.35% of the 13F portfolio, value $298,367,395.

    13F-HR 0001426853-25-000007 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,481,519 shares
    Change vs previous 13F +22,886 shares

    6.26% of the 13F portfolio, value $329,089,837.

    13F-HR 0001426853-25-000002 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,458,633 shares
    Change vs previous 13F +423 shares

    6.85% of the 13F portfolio, value $365,270,966.

    13F-HR 0001426853-25-000001 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,458,210 shares
    Change vs previous 13F not available

    6.49% of the 13F portfolio, value $339,755,126.

    13F-HR 0001426853-24-000010 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).