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Crestwood Advisors Group, LLC: IVV position timeline

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

Crestwood Advisors Group, LLC held 475,264 IVV 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 475,264 shares
    Change vs previous 13F +39,931 shares

    5.28% of the 13F portfolio, value $355,920,537.

    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 435,333 shares
    Change vs previous 13F +84,404 shares

    4.78% of the 13F portfolio, value $284,363,863.

    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 350,929 shares
    Change vs previous 13F +119,154 shares

    4% of the 13F portfolio, value $240,365,212.

    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 231,775 shares
    Change vs previous 13F +101,445 shares

    2.64% of the 13F portfolio, value $155,127,057.

    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 130,330 shares
    Change vs previous 13F +9,700 shares

    1.45% of the 13F portfolio, value $80,922,171.

    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 120,630 shares
    Change vs previous 13F -2,578 shares

    1.29% of the 13F portfolio, value $67,782,039.

    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 123,208 shares
    Change vs previous 13F +15,147 shares

    1.36% of the 13F portfolio, value $72,530,178.

    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 108,061 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $62,331,811.

    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).