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Crestwood Advisors Group, LLC: AVT position timeline

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

Crestwood Advisors Group, LLC held 21,691 AVT 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 21,691 shares
    Change vs previous 13F +869 shares

    0.03% of the 13F portfolio, value $1,926,595.

    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 20,822 shares
    Change vs previous 13F +423 shares

    0.02% of the 13F portfolio, value $1,283,052.

    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 20,399 shares
    Change vs previous 13F +353 shares

    0.02% of the 13F portfolio, value $980,784.

    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 20,046 shares
    Change vs previous 13F +119 shares

    0.02% of the 13F portfolio, value $1,048,005.

    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 19,927 shares
    Change vs previous 13F +102 shares

    0.02% of the 13F portfolio, value $1,057,725.

    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 19,825 shares
    Change vs previous 13F +131 shares

    0.02% of the 13F portfolio, value $953,384.

    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 19,694 shares
    Change vs previous 13F -27 shares

    0.02% of the 13F portfolio, value $1,030,390.

    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 19,721 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,071,048.

    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).