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Crestwood Advisors Group, LLC: DVYE position timeline

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

Crestwood Advisors Group, LLC held 43,820 DVYE 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 43,820 shares
    Change vs previous 13F -297 shares

    0.02% of the 13F portfolio, value $1,412,314.

    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 44,117 shares
    Change vs previous 13F -2 shares

    0.03% of the 13F portfolio, value $1,516,746.

    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 44,119 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $1,374,736.

    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 44,116 shares
    Change vs previous 13F +1,469 shares

    0.02% of the 13F portfolio, value $1,309,818.

    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 42,647 shares
    Change vs previous 13F +1,254 shares

    0.02% of the 13F portfolio, value $1,221,826.

    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 41,393 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,129,615.

    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 41,393 shares
    Change vs previous 13F +927 shares

    0.02% of the 13F portfolio, value $1,069,181.

    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 40,466 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,161,374.

    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).