Crestwood Advisors Group, LLC: FDX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crestwood Advisors Group, LLC on FDX, newest first. How the timeline and the estimate are built.
Crestwood Advisors Group, LLC held 1,913 FDX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 1,913 sharesChange vs previous 13F +95 shares
0.01% of the 13F portfolio, value $599,168.
13F-HR 0001426853-26-000003 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,818 sharesChange vs previous 13F +197 shares
0.01% of the 13F portfolio, value $647,461.
13F-HR 0001426853-26-000002 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,621 sharesChange vs previous 13F +202 shares
0.01% of the 13F portfolio, value $468,110.
13F-HR 0001426853-26-000001 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,419 sharesChange vs previous 13F +71 shares
0.01% of the 13F portfolio, value $334,565.
13F-HR 0001426853-25-000009 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,348 sharesChange vs previous 13F +183 shares
0.01% of the 13F portfolio, value $306,366.
13F-HR 0001426853-25-000007 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,165 sharesChange vs previous 13F +358 shares
0.01% of the 13F portfolio, value $283,950.
13F-HR 0001426853-25-000002 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 807 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $226,926.
13F-HR 0001426853-25-000001 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).