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Disclosery

Crestwood Advisors Group, LLC: BOTZ position timeline

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

Crestwood Advisors Group, LLC held 141,940 BOTZ 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 141,940 shares
    Change vs previous 13F -1,883 shares

    0.08% of the 13F portfolio, value $5,385,189.

    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 143,823 shares
    Change vs previous 13F +40,946 shares

    0.08% of the 13F portfolio, value $4,777,788.

    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 102,877 shares
    Change vs previous 13F +6,323 shares

    0.06% of the 13F portfolio, value $3,727,242.

    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 96,554 shares
    Change vs previous 13F -1,250 shares

    0.06% of the 13F portfolio, value $3,420,916.

    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 97,804 shares
    Change vs previous 13F +2,807 shares

    0.06% of the 13F portfolio, value $3,193,301.

    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 94,997 shares
    Change vs previous 13F +10,325 shares

    0.05% of the 13F portfolio, value $2,703,615.

    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 84,672 shares
    Change vs previous 13F +1,183 shares

    0.05% of the 13F portfolio, value $2,705,270.

    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 83,489 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,684,171.

    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).