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Crestwood Advisors Group, LLC: IEFA position timeline

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

Crestwood Advisors Group, LLC held 603,713 IEFA 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 603,713 shares
    Change vs previous 13F +6,175 shares

    0.86% of the 13F portfolio, value $58,305,874.

    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 597,538 shares
    Change vs previous 13F +164,873 shares

    0.91% of the 13F portfolio, value $54,087,234.

    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 432,665 shares
    Change vs previous 13F +21,557 shares

    0.64% of the 13F portfolio, value $38,707,360.

    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 411,108 shares
    Change vs previous 13F -13,680 shares

    0.61% of the 13F portfolio, value $35,892,694.

    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 424,788 shares
    Change vs previous 13F +5,331 shares

    0.64% of the 13F portfolio, value $35,460,795.

    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 419,457 shares
    Change vs previous 13F -47,818 shares

    0.6% of the 13F portfolio, value $31,731,893.

    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 467,275 shares
    Change vs previous 13F +7,614 shares

    0.62% of the 13F portfolio, value $32,840,059.

    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 459,661 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $35,877,298.

    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).