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Crestwood Advisors Group, LLC: FISV position timeline

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

Crestwood Advisors Group, LLC held 14,944 FISV 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 14,944 shares
    Change vs previous 13F -32,651 shares

    0.01% of the 13F portfolio, value $732,994.

    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 47,595 shares
    Change vs previous 13F -4,735 shares

    0.04% of the 13F portfolio, value $2,655,642.

    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 52,330 shares
    Change vs previous 13F -592,265 shares

    0.06% of the 13F portfolio, value $3,515,062.

    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 644,595 shares
    Change vs previous 13F -37,682 shares

    1.41% of the 13F portfolio, value $83,108,598.

    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 682,277 shares
    Change vs previous 13F +26,832 shares

    2.11% of the 13F portfolio, value $117,631,396.

    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 655,445 shares
    Change vs previous 13F -5,044 shares

    2.75% of the 13F portfolio, value $144,741,883.

    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 660,489 shares
    Change vs previous 13F -323 shares

    2.54% of the 13F portfolio, value $135,677,617.

    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 660,812 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $118,713,981.

    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).