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Crestwood Advisors Group, LLC: ARCC position timeline

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

Crestwood Advisors Group, LLC held 396,855 ARCC 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 396,855 shares
    Change vs previous 13F +16,414 shares

    0.11% of the 13F portfolio, value $7,353,718.

    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 380,441 shares
    Change vs previous 13F +15,706 shares

    0.12% of the 13F portfolio, value $6,855,551.

    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 364,735 shares
    Change vs previous 13F +98,050 shares

    0.12% of the 13F portfolio, value $7,378,580.

    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 266,685 shares
    Change vs previous 13F +36,358 shares

    0.09% of the 13F portfolio, value $5,443,045.

    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 230,327 shares
    Change vs previous 13F +30,111 shares

    0.09% of the 13F portfolio, value $5,057,979.

    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 200,216 shares
    Change vs previous 13F +38,911 shares

    0.08% of the 13F portfolio, value $4,436,795.

    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 161,305 shares
    Change vs previous 13F +67,423 shares

    0.07% of the 13F portfolio, value $3,530,966.

    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 93,882 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,965,888.

    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).