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Crestwood Advisors Group, LLC: HASI position timeline

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

Crestwood Advisors Group, LLC held 6,396 HASI 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 6,396 shares
    Change vs previous 13F -5,915 shares

    <0.01% of the 13F portfolio, value $249,764.

    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 12,311 shares
    Change vs previous 13F -10,516 shares

    0.01% of the 13F portfolio, value $452,429.

    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 22,827 shares
    Change vs previous 13F -14,242 shares

    0.01% of the 13F portfolio, value $717,453.

    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 37,069 shares
    Change vs previous 13F -4,276 shares

    0.02% of the 13F portfolio, value $1,138,018.

    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 41,345 shares
    Change vs previous 13F -5,018 shares

    0.02% of the 13F portfolio, value $1,110,527.

    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 46,363 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,355,654.

    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).