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Crestwood Advisors Group, LLC: BX position timeline

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

Crestwood Advisors Group, LLC held 492,942 BX 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 492,942 shares
    Change vs previous 13F -7,246 shares

    0.86% of the 13F portfolio, value $58,004,441.

    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 500,188 shares
    Change vs previous 13F -1,072 shares

    0.97% of the 13F portfolio, value $57,516,616.

    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 501,260 shares
    Change vs previous 13F -717 shares

    1.29% of the 13F portfolio, value $77,264,196.

    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 501,977 shares
    Change vs previous 13F -4,992 shares

    1.46% of the 13F portfolio, value $85,762,854.

    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 506,969 shares
    Change vs previous 13F -215 shares

    1.36% of the 13F portfolio, value $75,832,490.

    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 507,184 shares
    Change vs previous 13F -241 shares

    1.35% of the 13F portfolio, value $70,894,224.

    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 507,425 shares
    Change vs previous 13F -3,669 shares

    1.64% of the 13F portfolio, value $87,490,190.

    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 511,094 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $78,263,835.

    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).