Skip to content
Disclosery

Crestwood Advisors Group, LLC: IUSV position timeline

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

Crestwood Advisors Group, LLC held 104,872 IUSV 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 104,872 shares
    Change vs previous 13F +53 shares

    0.17% of the 13F portfolio, value $11,551,651.

    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 104,819 shares
    Change vs previous 13F +80,138 shares

    0.18% of the 13F portfolio, value $10,717,712.

    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 24,681 shares
    Change vs previous 13F +1,306 shares

    0.04% of the 13F portfolio, value $2,530,759.

    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 23,375 shares
    Change vs previous 13F +564 shares

    0.04% of the 13F portfolio, value $2,336,301.

    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 22,811 shares
    Change vs previous 13F +961 shares

    0.04% of the 13F portfolio, value $2,158,619.

    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 21,850 shares
    Change vs previous 13F -47 shares

    0.04% of the 13F portfolio, value $2,016,550.

    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 21,897 shares
    Change vs previous 13F +1,786 shares

    0.04% of the 13F portfolio, value $2,027,449.

    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 20,111 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,920,406.

    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).