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Crestwood Advisors Group, LLC: IGV position timeline

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

Crestwood Advisors Group, LLC held 64,378 IGV 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 64,378 shares
    Change vs previous 13F +5,904 shares

    0.09% of the 13F portfolio, value $5,832,641.

    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 58,474 shares
    Change vs previous 13F -109,560 shares

    0.08% of the 13F portfolio, value $4,680,838.

    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 168,034 shares
    Change vs previous 13F -1,445 shares

    0.3% of the 13F portfolio, value $17,759,481.

    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 169,479 shares
    Change vs previous 13F -18,296 shares

    0.33% of the 13F portfolio, value $19,491,780.

    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 187,775 shares
    Change vs previous 13F -1,860 shares

    0.37% of the 13F portfolio, value $20,561,363.

    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 189,635 shares
    Change vs previous 13F -3,961 shares

    0.32% of the 13F portfolio, value $16,875,619.

    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 193,596 shares
    Change vs previous 13F -970 shares

    0.36% of the 13F portfolio, value $19,382,832.

    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 194,566 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $17,388,363.

    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).