Skip to content
Disclosery

Crestwood Advisors Group, LLC: IT position timeline

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

Crestwood Advisors Group, LLC held 15,251 IT 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 15,251 shares
    Change vs previous 13F +122 shares

    0.03% of the 13F portfolio, value $1,976,877.

    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 15,129 shares
    Change vs previous 13F -1,893 shares

    0.04% of the 13F portfolio, value $2,395,526.

    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 17,022 shares
    Change vs previous 13F +12,757 shares

    0.07% of the 13F portfolio, value $4,294,310.

    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 4,265 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,121,141.

    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).