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Disclosery

Crestwood Advisors Group, LLC: DIS position timeline

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

Crestwood Advisors Group, LLC held 47,229 DIS 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 47,229 shares
    Change vs previous 13F +4,660 shares

    0.07% of the 13F portfolio, value $4,545,819.

    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 42,569 shares
    Change vs previous 13F -2,251 shares

    0.07% of the 13F portfolio, value $4,102,724.

    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 44,820 shares
    Change vs previous 13F -18,026 shares

    0.08% of the 13F portfolio, value $5,099,193.

    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 62,846 shares
    Change vs previous 13F -1,868 shares

    0.12% of the 13F portfolio, value $7,195,833.

    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 64,714 shares
    Change vs previous 13F -10,029 shares

    0.14% of the 13F portfolio, value $8,025,211.

    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 74,743 shares
    Change vs previous 13F -42,443 shares

    0.14% of the 13F portfolio, value $7,377,125.

    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 117,186 shares
    Change vs previous 13F -135,260 shares

    0.24% of the 13F portfolio, value $13,048,654.

    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 252,446 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $24,282,711.

    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).