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Crestwood Advisors Group, LLC: ISTB position timeline

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

Crestwood Advisors Group, LLC held 217,189 ISTB 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 217,189 shares
    Change vs previous 13F +16,124 shares

    0.16% of the 13F portfolio, value $10,479,412.

    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 201,065 shares
    Change vs previous 13F +23,920 shares

    0.16% of the 13F portfolio, value $9,743,550.

    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 177,145 shares
    Change vs previous 13F +60,321 shares

    0.14% of the 13F portfolio, value $8,635,852.

    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 116,824 shares
    Change vs previous 13F +98,672 shares

    0.1% of the 13F portfolio, value $5,705,647.

    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 18,152 shares
    Change vs previous 13F +6,276 shares

    0.02% of the 13F portfolio, value $883,042.

    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 11,876 shares
    Change vs previous 13F -831 shares

    0.01% of the 13F portfolio, value $574,191.

    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 12,707 shares
    Change vs previous 13F -2,200 shares

    0.01% of the 13F portfolio, value $607,031.

    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 14,907 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $725,833.

    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).