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Crestwood Advisors Group, LLC: ADI position timeline

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

Crestwood Advisors Group, LLC held 36,369 ADI 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 36,369 shares
    Change vs previous 13F -909 shares

    0.21% of the 13F portfolio, value $14,444,593.

    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 37,278 shares
    Change vs previous 13F -1,348 shares

    0.2% of the 13F portfolio, value $11,859,775.

    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 38,626 shares
    Change vs previous 13F -2,327 shares

    0.17% of the 13F portfolio, value $10,475,467.

    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 40,953 shares
    Change vs previous 13F +112 shares

    0.17% of the 13F portfolio, value $10,062,233.

    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 40,841 shares
    Change vs previous 13F -566 shares

    0.17% of the 13F portfolio, value $9,720,960.

    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 41,407 shares
    Change vs previous 13F +8,907 shares

    0.16% of the 13F portfolio, value $8,350,574.

    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 32,500 shares
    Change vs previous 13F +333 shares

    0.13% of the 13F portfolio, value $6,904,952.

    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 32,167 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $7,403,866.

    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).