Crestwood Advisors Group, LLC: ALL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crestwood Advisors Group, LLC on ALL, newest first. How the timeline and the estimate are built.
Crestwood Advisors Group, LLC held 3,803 ALL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 3,803 sharesChange vs previous 13F +1,121 shares
0.01% of the 13F portfolio, value $904,836.
13F-HR 0001426853-26-000003 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,682 sharesChange vs previous 13F +917 shares
0.01% of the 13F portfolio, value $556,167.
13F-HR 0001426853-26-000002 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,765 sharesChange vs previous 13F +42 shares
0.01% of the 13F portfolio, value $367,466.
13F-HR 0001426853-26-000001 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,723 sharesChange vs previous 13F +187 shares
0.01% of the 13F portfolio, value $369,926.
13F-HR 0001426853-25-000009 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,536 sharesChange vs previous 13F +22 shares
0.01% of the 13F portfolio, value $309,291.
13F-HR 0001426853-25-000007 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,514 sharesChange vs previous 13F +284 shares
0.01% of the 13F portfolio, value $313,581.
13F-HR 0001426853-25-000002 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,230 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $237,203.
13F-HR 0001426853-25-000001 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).