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Crestwood Advisors Group, LLC: ICE position timeline

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

Crestwood Advisors Group, LLC held 8,001 ICE 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 8,001 shares
    Change vs previous 13F -3,066 shares

    0.01% of the 13F portfolio, value $985,001.

    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 11,067 shares
    Change vs previous 13F -130 shares

    0.03% of the 13F portfolio, value $1,740,593.

    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 11,197 shares
    Change vs previous 13F -2,557 shares

    0.03% of the 13F portfolio, value $1,813,407.

    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 13,754 shares
    Change vs previous 13F +126 shares

    0.04% of the 13F portfolio, value $2,317,248.

    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 13,628 shares
    Change vs previous 13F +1,219 shares

    0.04% of the 13F portfolio, value $2,500,293.

    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 12,409 shares
    Change vs previous 13F +926 shares

    0.04% of the 13F portfolio, value $2,140,526.

    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 11,483 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,711,057.

    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).