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Crestwood Advisors Group, LLC: COST position timeline

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

Crestwood Advisors Group, LLC held 70,789 COST 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 70,789 shares
    Change vs previous 13F -3,284 shares

    0.98% of the 13F portfolio, value $66,220,930.

    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 74,073 shares
    Change vs previous 13F +927 shares

    1.24% of the 13F portfolio, value $73,808,317.

    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 73,146 shares
    Change vs previous 13F +428 shares

    1.05% of the 13F portfolio, value $63,076,741.

    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 72,718 shares
    Change vs previous 13F -2,382 shares

    1.15% of the 13F portfolio, value $67,309,641.

    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 75,100 shares
    Change vs previous 13F -1,470 shares

    1.33% of the 13F portfolio, value $74,344,372.

    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 76,570 shares
    Change vs previous 13F -2,714 shares

    1.38% of the 13F portfolio, value $72,417,932.

    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 79,284 shares
    Change vs previous 13F -2,566 shares

    1.36% of the 13F portfolio, value $72,645,191.

    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 81,850 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $72,561,465.

    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).