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Crestwood Advisors Group, LLC: IAT position timeline

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

Crestwood Advisors Group, LLC held 42,416 IAT 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 42,416 shares
    Change vs previous 13F -2,960 shares

    0.04% of the 13F portfolio, value $2,638,699.

    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 45,376 shares
    Change vs previous 13F -650 shares

    0.04% of the 13F portfolio, value $2,443,044.

    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 46,026 shares
    Change vs previous 13F -835 shares

    0.04% of the 13F portfolio, value $2,538,334.

    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 46,861 shares
    Change vs previous 13F -4,671 shares

    0.04% of the 13F portfolio, value $2,461,608.

    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 51,532 shares
    Change vs previous 13F -1,025 shares

    0.05% of the 13F portfolio, value $2,553,411.

    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 52,557 shares
    Change vs previous 13F -6,200 shares

    0.05% of the 13F portfolio, value $2,450,733.

    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 58,757 shares
    Change vs previous 13F -659 shares

    0.06% of the 13F portfolio, value $2,959,003.

    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 59,416 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,824,613.

    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).