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Crestwood Advisors Group, LLC: AB position timeline

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

Crestwood Advisors Group, LLC held 214,633 AB 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 214,633 shares
    Change vs previous 13F -3,650 shares

    0.11% of the 13F portfolio, value $7,559,374.

    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 218,283 shares
    Change vs previous 13F -444 shares

    0.14% of the 13F portfolio, value $8,172,516.

    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 218,727 shares
    Change vs previous 13F +202,451 shares

    0.14% of the 13F portfolio, value $8,416,629.

    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 16,276 shares
    Change vs previous 13F -10,148 shares

    0.01% of the 13F portfolio, value $622,057.

    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 26,424 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $1,078,905.

    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 26,423 shares
    Change vs previous 13F -261,609 shares

    0.02% of the 13F portfolio, value $1,012,260.

    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 288,032 shares
    Change vs previous 13F +7,071 shares

    0.2% of the 13F portfolio, value $10,683,102.

    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 280,961 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $9,802,744.

    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).