Crestwood Advisors Group, LLC: CASY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crestwood Advisors Group, LLC on CASY, newest first. How the timeline and the estimate are built.
Crestwood Advisors Group, LLC held 777 CASY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 777 sharesChange vs previous 13F +37 shares
0.01% of the 13F portfolio, value $617,552.
13F-HR 0001426853-26-000003 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 740 sharesChange vs previous 13F +18 shares
0.01% of the 13F portfolio, value $538,616.
13F-HR 0001426853-26-000002 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 722 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $399,057.
13F-HR 0001426853-26-000001 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).