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Crestwood Advisors Group, LLC: IQV position timeline

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

Crestwood Advisors Group, LLC held 12,148 IQV 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 12,148 shares
    Change vs previous 13F -67,903 shares

    0.03% of the 13F portfolio, value $2,347,292.

    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 80,051 shares
    Change vs previous 13F -37,414 shares

    0.23% of the 13F portfolio, value $13,651,421.

    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 117,465 shares
    Change vs previous 13F -14,169 shares

    0.44% of the 13F portfolio, value $26,478,068.

    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 131,634 shares
    Change vs previous 13F +19,022 shares

    0.43% of the 13F portfolio, value $25,001,520.

    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 112,612 shares
    Change vs previous 13F -18,425 shares

    0.32% of the 13F portfolio, value $17,746,518.

    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 131,037 shares
    Change vs previous 13F +35,721 shares

    0.44% of the 13F portfolio, value $23,101,735.

    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 95,316 shares
    Change vs previous 13F -76,979 shares

    0.35% of the 13F portfolio, value $18,730,565.

    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 172,295 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $40,828,201.

    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).