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Crestwood Advisors Group, LLC: IJH position timeline

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

Crestwood Advisors Group, LLC held 526,930 IJH 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 526,930 shares
    Change vs previous 13F +18,538 shares

    0.6% of the 13F portfolio, value $40,631,588.

    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 508,392 shares
    Change vs previous 13F +30,395 shares

    0.58% of the 13F portfolio, value $34,331,694.

    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 477,997 shares
    Change vs previous 13F +39,828 shares

    0.53% of the 13F portfolio, value $31,547,799.

    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 438,169 shares
    Change vs previous 13F +30,822 shares

    0.49% of the 13F portfolio, value $28,594,889.

    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 407,347 shares
    Change vs previous 13F +315,416 shares

    0.45% of the 13F portfolio, value $25,263,684.

    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 91,931 shares
    Change vs previous 13F +4,245 shares

    0.1% of the 13F portfolio, value $5,364,186.

    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 87,686 shares
    Change vs previous 13F +2,375 shares

    0.1% of the 13F portfolio, value $5,463,695.

    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 85,311 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,316,562.

    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).