Crestwood Advisors Group, LLC: IDEV position timeline

Crestwood Advisors Group, LLC held 302,361 IDEV 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 302,361 shares

   Change vs previous 13F +22,442 shares

   0.4% of the 13F portfolio, value $26,913,063.

   13F-HR 0001426853-26-000003 filed by Crestwood Advisors Group, LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 279,919 shares

   Change vs previous 13F +55,480 shares

   0.39% of the 13F portfolio, value $23,392,814.

   13F-HR 0001426853-26-000002 filed by Crestwood Advisors Group, LLC
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 224,439 shares

   Change vs previous 13F +112,813 shares

   0.31% of the 13F portfolio, value $18,511,726.

   13F-HR 0001426853-26-000001 filed by Crestwood Advisors Group, LLC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 111,626 shares

   Change vs previous 13F +102,166 shares

   0.15% of the 13F portfolio, value $8,949,056.

   13F-HR 0001426853-25-000009 filed by Crestwood Advisors Group, LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 9,460 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $719,338.

   13F-HR 0001426853-25-000007 filed by Crestwood Advisors Group, LLC
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).