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Crestwood Advisors Group, LLC: IJT position timeline

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

Crestwood Advisors Group, LLC held 25,392 IJT 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 25,392 shares
    Change vs previous 13F +566 shares

    0.07% of the 13F portfolio, value $4,535,054.

    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 24,826 shares
    Change vs previous 13F -2,293 shares

    0.06% of the 13F portfolio, value $3,592,570.

    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 27,119 shares
    Change vs previous 13F +2,000 shares

    0.06% of the 13F portfolio, value $3,828,118.

    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 25,119 shares
    Change vs previous 13F -60 shares

    0.06% of the 13F portfolio, value $3,554,339.

    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 25,179 shares
    Change vs previous 13F -904 shares

    0.06% of the 13F portfolio, value $3,349,814.

    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 26,083 shares
    Change vs previous 13F +7,731 shares

    0.06% of the 13F portfolio, value $3,247,338.

    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 18,352 shares
    Change vs previous 13F -70 shares

    0.05% of the 13F portfolio, value $2,484,310.

    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 18,422 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,569,685.

    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).