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Crestwood Advisors Group, LLC: CRM position timeline

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

Crestwood Advisors Group, LLC held 86,290 CRM 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 86,290 shares
    Change vs previous 13F -44,391 shares

    0.2% of the 13F portfolio, value $13,518,379.

    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 130,681 shares
    Change vs previous 13F -129,452 shares

    0.41% of the 13F portfolio, value $24,393,680.

    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 260,133 shares
    Change vs previous 13F -11,033 shares

    1.15% of the 13F portfolio, value $68,912,073.

    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 271,166 shares
    Change vs previous 13F -26,966 shares

    1.09% of the 13F portfolio, value $64,269,069.

    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 298,132 shares
    Change vs previous 13F -1,449 shares

    1.46% of the 13F portfolio, value $81,297,698.

    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 299,581 shares
    Change vs previous 13F +2,109 shares

    1.53% of the 13F portfolio, value $80,395,652.

    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 297,472 shares
    Change vs previous 13F +3,212 shares

    1.87% of the 13F portfolio, value $99,453,766.

    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 294,260 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $80,542,823.

    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).