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Crestwood Advisors Group, LLC: CWEN position timeline

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

Crestwood Advisors Group, LLC held 32,532 CWEN 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 32,532 shares
    Change vs previous 13F -574 shares

    0.02% of the 13F portfolio, value $1,111,944.

    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 33,106 shares
    Change vs previous 13F +29 shares

    0.02% of the 13F portfolio, value $1,300,735.

    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 33,077 shares
    Change vs previous 13F -600 shares

    0.02% of the 13F portfolio, value $1,100,141.

    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 33,677 shares
    Change vs previous 13F -230 shares

    0.02% of the 13F portfolio, value $951,375.

    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 33,907 shares
    Change vs previous 13F -1,649 shares

    0.02% of the 13F portfolio, value $1,085,024.

    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 35,556 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $1,076,280.

    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 35,555 shares
    Change vs previous 13F -28 shares

    0.02% of the 13F portfolio, value $924,430.

    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 35,583 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,091,686.

    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).