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Disclosery

Crestwood Advisors Group, LLC: EW position timeline

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

Crestwood Advisors Group, LLC held 170,529 EW 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 170,529 shares
    Change vs previous 13F +380 shares

    0.23% of the 13F portfolio, value $15,426,092.

    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 170,149 shares
    Change vs previous 13F -1,699 shares

    0.23% of the 13F portfolio, value $13,625,534.

    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 171,848 shares
    Change vs previous 13F -911 shares

    0.24% of the 13F portfolio, value $14,650,044.

    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 172,759 shares
    Change vs previous 13F -3,782 shares

    0.23% of the 13F portfolio, value $13,435,469.

    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 176,541 shares
    Change vs previous 13F -1,973 shares

    0.25% of the 13F portfolio, value $13,807,273.

    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 178,514 shares
    Change vs previous 13F -7,216 shares

    0.25% of the 13F portfolio, value $12,938,696.

    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 185,730 shares
    Change vs previous 13F -301 shares

    0.26% of the 13F portfolio, value $13,749,593.

    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 186,031 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $12,276,185.

    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).