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Crestwood Advisors Group, LLC: IGSB position timeline

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

Crestwood Advisors Group, LLC held 158,147 IGSB 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 158,147 shares
    Change vs previous 13F +176 shares

    0.12% of the 13F portfolio, value $8,288,870.

    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 157,971 shares
    Change vs previous 13F -2,138 shares

    0.14% of the 13F portfolio, value $8,302,235.

    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 160,109 shares
    Change vs previous 13F -19,938 shares

    0.14% of the 13F portfolio, value $8,466,844.

    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 180,047 shares
    Change vs previous 13F +4,335 shares

    0.16% of the 13F portfolio, value $9,547,777.

    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 175,712 shares
    Change vs previous 13F +149 shares

    0.17% of the 13F portfolio, value $9,270,295.

    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 175,563 shares
    Change vs previous 13F +3,608 shares

    0.17% of the 13F portfolio, value $9,194,212.

    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 171,955 shares
    Change vs previous 13F -16,520 shares

    0.17% of the 13F portfolio, value $8,890,057.

    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).

  8. period ended2024-09-30
    13F 188,475 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $9,925,395.

    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).