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Crestwood Advisors Group, LLC: DHR position timeline

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

Crestwood Advisors Group, LLC held 235,276 DHR 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 235,276 shares
    Change vs previous 13F -51,260 shares

    0.66% of the 13F portfolio, value $44,815,717.

    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 286,536 shares
    Change vs previous 13F -14,464 shares

    0.91% of the 13F portfolio, value $54,326,027.

    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 301,000 shares
    Change vs previous 13F -15,651 shares

    1.15% of the 13F portfolio, value $68,905,214.

    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 316,651 shares
    Change vs previous 13F -12,970 shares

    1.07% of the 13F portfolio, value $62,776,804.

    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 329,621 shares
    Change vs previous 13F +8,441 shares

    1.17% of the 13F portfolio, value $65,113,512.

    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 321,180 shares
    Change vs previous 13F -9,126 shares

    1.25% of the 13F portfolio, value $65,841,943.

    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 330,306 shares
    Change vs previous 13F -2,942 shares

    1.42% of the 13F portfolio, value $75,821,764.

    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 333,248 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $92,649,153.

    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).