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Crestwood Advisors Group, LLC: BRK-B position timeline

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

Crestwood Advisors Group, LLC held 170,178 BRK-B 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 170,178 shares
    Change vs previous 13F -25,996 shares

    1.26% of the 13F portfolio, value $85,154,324.

    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 196,174 shares
    Change vs previous 13F -8,409 shares

    1.58% of the 13F portfolio, value $94,005,012.

    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 204,583 shares
    Change vs previous 13F -20,824 shares

    1.71% of the 13F portfolio, value $102,833,932.

    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 225,407 shares
    Change vs previous 13F -34,751 shares

    1.93% of the 13F portfolio, value $113,320,191.

    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 260,158 shares
    Change vs previous 13F +1,219 shares

    2.26% of the 13F portfolio, value $126,377,092.

    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 258,939 shares
    Change vs previous 13F +3,389 shares

    2.62% of the 13F portfolio, value $137,905,537.

    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 255,550 shares
    Change vs previous 13F +524 shares

    2.17% of the 13F portfolio, value $115,835,760.

    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 255,026 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $117,377,117.

    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).