Skip to content
Disclosery

Crestwood Advisors Group, LLC: IBB position timeline

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

Crestwood Advisors Group, LLC held 13,751 IBB 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 13,751 shares
    Change vs previous 13F -135 shares

    0.04% of the 13F portfolio, value $2,615,324.

    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 13,886 shares
    Change vs previous 13F -325 shares

    0.04% of the 13F portfolio, value $2,343,500.

    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 14,211 shares
    Change vs previous 13F +150 shares

    0.04% of the 13F portfolio, value $2,398,467.

    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 14,061 shares
    Change vs previous 13F -358 shares

    0.03% of the 13F portfolio, value $2,029,698.

    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 14,419 shares
    Change vs previous 13F -1,307 shares

    0.03% of the 13F portfolio, value $1,824,153.

    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 15,726 shares
    Change vs previous 13F -1,142 shares

    0.04% of the 13F portfolio, value $2,011,367.

    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 16,868 shares
    Change vs previous 13F -416 shares

    0.04% of the 13F portfolio, value $2,230,114.

    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 17,284 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,516,403.

    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).