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Crestwood Advisors Group, LLC: ITOT position timeline

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

Crestwood Advisors Group, LLC held 138,849 ITOT 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 138,849 shares
    Change vs previous 13F -2,884 shares

    0.34% of the 13F portfolio, value $22,808,684.

    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 141,733 shares
    Change vs previous 13F -4,520 shares

    0.34% of the 13F portfolio, value $20,186,726.

    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 146,253 shares
    Change vs previous 13F -3,065 shares

    0.36% of the 13F portfolio, value $21,746,434.

    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 149,318 shares
    Change vs previous 13F -260,957 shares

    0.37% of the 13F portfolio, value $21,748,185.

    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 410,275 shares
    Change vs previous 13F +3,027 shares

    0.99% of the 13F portfolio, value $55,403,456.

    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 407,248 shares
    Change vs previous 13F +10,140 shares

    0.94% of the 13F portfolio, value $49,688,311.

    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 397,108 shares
    Change vs previous 13F +18,494 shares

    0.96% of the 13F portfolio, value $51,076,069.

    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 378,614 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $47,561,424.

    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).