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Crestwood Advisors Group, LLC: HLT position timeline

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

Crestwood Advisors Group, LLC held 212,748 HLT 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 212,748 shares
    Change vs previous 13F -14,459 shares

    1.04% of the 13F portfolio, value $70,305,169.

    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 227,207 shares
    Change vs previous 13F -15,989 shares

    1.16% of the 13F portfolio, value $69,086,307.

    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 243,196 shares
    Change vs previous 13F -13,069 shares

    1.16% of the 13F portfolio, value $69,859,031.

    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 256,265 shares
    Change vs previous 13F -7,773 shares

    1.13% of the 13F portfolio, value $66,486,267.

    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 264,038 shares
    Change vs previous 13F -3,762 shares

    1.26% of the 13F portfolio, value $70,323,614.

    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 267,800 shares
    Change vs previous 13F -2,739 shares

    1.16% of the 13F portfolio, value $60,937,973.

    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 270,539 shares
    Change vs previous 13F +1,348 shares

    1.25% of the 13F portfolio, value $66,866,353.

    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 269,191 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $62,049,769.

    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).