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Crestwood Advisors Group, LLC: AVGO position timeline

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

Crestwood Advisors Group, LLC held 314,413 AVGO 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 314,413 shares
    Change vs previous 13F +3,127 shares

    1.76% of the 13F portfolio, value $118,768,906.

    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 311,286 shares
    Change vs previous 13F +25,247 shares

    1.62% of the 13F portfolio, value $96,346,224.

    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 286,039 shares
    Change vs previous 13F +97,592 shares

    1.65% of the 13F portfolio, value $98,998,240.

    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 188,447 shares
    Change vs previous 13F -969 shares

    1.06% of the 13F portfolio, value $62,170,403.

    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 189,416 shares
    Change vs previous 13F -1,287 shares

    0.94% of the 13F portfolio, value $52,212,462.

    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 190,703 shares
    Change vs previous 13F +10,161 shares

    0.61% of the 13F portfolio, value $31,929,392.

    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 180,542 shares
    Change vs previous 13F +14,542 shares

    0.78% of the 13F portfolio, value $41,856,942.

    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 166,000 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $28,634,949.

    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).