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Crestwood Advisors Group, LLC: DOCU position timeline

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

Crestwood Advisors Group, LLC held 9,685 DOCU 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 9,685 shares
    Change vs previous 13F +1,925 shares

    0.01% of the 13F portfolio, value $430,199.

    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 7,760 shares
    Change vs previous 13F +4,152 shares

    0.01% of the 13F portfolio, value $367,902.

    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 3,608 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $246,787.

    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).