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Crestwood Advisors Group, LLC: HD position timeline

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

Crestwood Advisors Group, LLC held 165,107 HD 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 165,107 shares
    Change vs previous 13F -5,681 shares

    0.86% of the 13F portfolio, value $58,229,788.

    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 170,788 shares
    Change vs previous 13F -5,944 shares

    0.94% of the 13F portfolio, value $56,169,831.

    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 176,732 shares
    Change vs previous 13F -4,938 shares

    1.01% of the 13F portfolio, value $60,813,698.

    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 181,670 shares
    Change vs previous 13F -4,602 shares

    1.25% of the 13F portfolio, value $73,611,019.

    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 186,272 shares
    Change vs previous 13F -3,348 shares

    1.22% of the 13F portfolio, value $68,294,901.

    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 189,620 shares
    Change vs previous 13F -17,346 shares

    1.32% of the 13F portfolio, value $69,493,871.

    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 206,966 shares
    Change vs previous 13F -19,893 shares

    1.51% of the 13F portfolio, value $80,507,663.

    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 226,859 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $91,922,483.

    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).