Crestwood Advisors Group, LLC: EFIV position timeline

Crestwood Advisors Group, LLC held 22,832 EFIV 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 22,832 shares

   Change vs previous 13F +2,608 shares

   0.02% of the 13F portfolio, value $1,665,154.

   13F-HR 0001426853-26-000003 filed by Crestwood Advisors Group, LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 20,224 shares

   Change vs previous 13F +6,384 shares

   0.02% of the 13F portfolio, value $1,275,729.

   13F-HR 0001426853-26-000002 filed by Crestwood Advisors Group, LLC
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 13,840 shares

   Change vs previous 13F +2,369 shares

   0.02% of the 13F portfolio, value $915,527.

   13F-HR 0001426853-26-000001 filed by Crestwood Advisors Group, LLC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 11,471 shares

   Change vs previous 13F +1,093 shares

   0.01% of the 13F portfolio, value $729,438.

   13F-HR 0001426853-25-000009 filed by Crestwood Advisors Group, LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 10,378 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $607,640.

   13F-HR 0001426853-25-000007 filed by Crestwood Advisors Group, LLC
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).