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Crestwood Advisors Group, LLC: FLOT position timeline

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

Crestwood Advisors Group, LLC held 216,691 FLOT 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 216,691 shares
    Change vs previous 13F +7,624 shares

    0.16% of the 13F portfolio, value $11,062,076.

    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 209,067 shares
    Change vs previous 13F +88,449 shares

    0.18% of the 13F portfolio, value $10,651,964.

    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 120,618 shares
    Change vs previous 13F +83,608 shares

    0.1% of the 13F portfolio, value $6,134,631.

    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 37,010 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,890,656.

    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).