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Crestwood Advisors Group, LLC: ACN position timeline

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

Crestwood Advisors Group, LLC held 22,291 ACN 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 22,291 shares
    Change vs previous 13F -78,898 shares

    0.04% of the 13F portfolio, value $2,773,915.

    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 101,189 shares
    Change vs previous 13F -40,292 shares

    0.34% of the 13F portfolio, value $20,064,675.

    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 141,481 shares
    Change vs previous 13F -35,469 shares

    0.63% of the 13F portfolio, value $37,959,827.

    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 176,950 shares
    Change vs previous 13F -26,039 shares

    0.74% of the 13F portfolio, value $43,635,966.

    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 202,989 shares
    Change vs previous 13F -5,046 shares

    1.09% of the 13F portfolio, value $60,670,733.

    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 208,035 shares
    Change vs previous 13F -7,989 shares

    1.23% of the 13F portfolio, value $64,915,172.

    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 216,024 shares
    Change vs previous 13F +115 shares

    1.43% of the 13F portfolio, value $75,995,063.

    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 215,909 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $76,318,421.

    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).