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Crestwood Advisors Group, LLC: IJR position timeline

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

Crestwood Advisors Group, LLC held 97,537 IJR 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 97,537 shares
    Change vs previous 13F -5,465 shares

    0.21% of the 13F portfolio, value $14,465,284.

    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 103,002 shares
    Change vs previous 13F +2,122 shares

    0.22% of the 13F portfolio, value $12,802,682.

    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 100,880 shares
    Change vs previous 13F -2,461 shares

    0.2% of the 13F portfolio, value $12,124,471.

    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 103,341 shares
    Change vs previous 13F -4,153 shares

    0.21% of the 13F portfolio, value $12,279,844.

    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 107,494 shares
    Change vs previous 13F +7,959 shares

    0.21% of the 13F portfolio, value $11,748,155.

    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 99,535 shares
    Change vs previous 13F -9,315 shares

    0.2% of the 13F portfolio, value $10,408,329.

    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 108,850 shares
    Change vs previous 13F +1,188 shares

    0.24% of the 13F portfolio, value $12,541,743.

    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 107,662 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $12,591,991.

    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).