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Crestwood Advisors Group, LLC: GTM position timeline

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

Crestwood Advisors Group, LLC held 15,754 GTM 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 15,754 shares
    Change vs previous 13F -11,485 shares

    <0.01% of the 13F portfolio, value $46,159.

    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 27,239 shares
    Change vs previous 13F +8,605 shares

    <0.01% of the 13F portfolio, value $162,889.

    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 18,634 shares
    Change vs previous 13F +6,268 shares

    <0.01% of the 13F portfolio, value $189,508.

    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 12,366 shares
    Change vs previous 13F +551 shares

    <0.01% of the 13F portfolio, value $134,913.

    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 11,815 shares
    Change vs previous 13F -130 shares

    <0.01% of the 13F portfolio, value $119,568.

    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 11,945 shares
    Change vs previous 13F +540 shares

    <0.01% of the 13F portfolio, value $119,450.

    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 11,405 shares
    Change vs previous 13F +229 shares

    <0.01% of the 13F portfolio, value $119,867.

    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 11,176 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $115,336.

    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).