Crestwood Advisors Group, LLC: CEG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crestwood Advisors Group, LLC on CEG, newest first. How the timeline and the estimate are built.
Crestwood Advisors Group, LLC held 2,496 CEG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 2,496 sharesChange vs previous 13F +56 shares
0.01% of the 13F portfolio, value $620,021.
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 2,440 sharesChange vs previous 13F -8 shares
0.01% of the 13F portfolio, value $681,354.
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 2,448 sharesChange vs previous 13F +621 shares
0.01% of the 13F portfolio, value $864,788.
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).
- period ended2025-09-3013F 1,827 sharesChange vs previous 13F +276 shares
0.01% of the 13F portfolio, value $601,047.
13F-HR 0001426853-25-000009 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 ended2025-06-3013F 1,551 sharesChange vs previous 13F +235 shares
0.01% of the 13F portfolio, value $500,553.
13F-HR 0001426853-25-000007 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 ended2025-03-3113F 1,316 sharesChange vs previous 13F +179 shares
0.01% of the 13F portfolio, value $265,352.
13F-HR 0001426853-25-000002 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 ended2024-12-3113F 1,137 sharesChange vs previous 13F +49 shares
<0.01% of the 13F portfolio, value $254,466.
13F-HR 0001426853-25-000001 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).
- period ended2024-09-3013F 1,088 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $282,834.
13F-HR 0001426853-24-000010 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).