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Crestwood Advisors Group, LLC: CL position timeline

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

Crestwood Advisors Group, LLC held 45,546 CL 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 45,546 shares
    Change vs previous 13F +3,709 shares

    0.06% of the 13F portfolio, value $4,175,635.

    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 41,837 shares
    Change vs previous 13F +2,317 shares

    0.06% of the 13F portfolio, value $3,565,749.

    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 39,520 shares
    Change vs previous 13F +5,352 shares

    0.05% of the 13F portfolio, value $3,122,887.

    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 34,168 shares
    Change vs previous 13F -1,628 shares

    0.05% of the 13F portfolio, value $2,731,368.

    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 35,796 shares
    Change vs previous 13F +173 shares

    0.06% of the 13F portfolio, value $3,253,864.

    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 35,623 shares
    Change vs previous 13F +1,253 shares

    0.06% of the 13F portfolio, value $3,337,890.

    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 34,370 shares
    Change vs previous 13F +194 shares

    0.06% of the 13F portfolio, value $3,124,539.

    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 34,176 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,547,846.

    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).