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Crestwood Advisors Group, LLC: AMT position timeline

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

Crestwood Advisors Group, LLC held 16,431 AMT 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 16,431 shares
    Change vs previous 13F -1,994 shares

    0.04% of the 13F portfolio, value $2,687,589.

    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 18,425 shares
    Change vs previous 13F -734 shares

    0.05% of the 13F portfolio, value $3,179,849.

    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 19,159 shares
    Change vs previous 13F -2,206 shares

    0.06% of the 13F portfolio, value $3,363,763.

    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 21,365 shares
    Change vs previous 13F -687 shares

    0.07% of the 13F portfolio, value $4,108,881.

    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 22,052 shares
    Change vs previous 13F -546 shares

    0.09% of the 13F portfolio, value $4,873,871.

    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 22,598 shares
    Change vs previous 13F +2,353 shares

    0.09% of the 13F portfolio, value $4,917,250.

    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 20,245 shares
    Change vs previous 13F -549 shares

    0.07% of the 13F portfolio, value $3,713,124.

    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 20,794 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,835,767.

    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).