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Crestwood Advisors Group, LLC: FTV position timeline

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

Crestwood Advisors Group, LLC held 50,707 FTV 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 50,707 shares
    Change vs previous 13F -5,341 shares

    0.05% of the 13F portfolio, value $3,097,701.

    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 56,048 shares
    Change vs previous 13F -837 shares

    0.05% of the 13F portfolio, value $3,097,239.

    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 56,885 shares
    Change vs previous 13F -8,290 shares

    0.05% of the 13F portfolio, value $3,141,100.

    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 65,175 shares
    Change vs previous 13F -16,500 shares

    0.05% of the 13F portfolio, value $3,192,851.

    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 81,675 shares
    Change vs previous 13F -34,236 shares

    0.08% of the 13F portfolio, value $4,267,763.

    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 115,911 shares
    Change vs previous 13F -426,514 shares

    0.16% of the 13F portfolio, value $8,482,351.

    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 542,425 shares
    Change vs previous 13F -2,496 shares

    0.76% of the 13F portfolio, value $40,681,860.

    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 544,921 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $43,010,780.

    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).