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Crestwood Advisors Group, LLC: CME position timeline

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

Crestwood Advisors Group, LLC held 67,639 CME 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 67,639 shares
    Change vs previous 13F -85,820 shares

    0.22% of the 13F portfolio, value $14,936,719.

    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 153,459 shares
    Change vs previous 13F -10,141 shares

    0.76% of the 13F portfolio, value $45,324,241.

    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 163,600 shares
    Change vs previous 13F -7,280 shares

    0.74% of the 13F portfolio, value $44,675,907.

    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 170,880 shares
    Change vs previous 13F -421 shares

    0.79% of the 13F portfolio, value $46,170,078.

    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 171,301 shares
    Change vs previous 13F +49,070 shares

    0.85% of the 13F portfolio, value $47,213,851.

    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 122,231 shares
    Change vs previous 13F +7,139 shares

    0.62% of the 13F portfolio, value $32,426,546.

    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 115,092 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $26,727,869.

    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).