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Crestwood Advisors Group, LLC: IWO position timeline

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

Crestwood Advisors Group, LLC held 3,224 IWO 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 3,224 shares
    Change vs previous 13F -1,077 shares

    0.02% of the 13F portfolio, value $1,270,127.

    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 4,301 shares
    Change vs previous 13F -1,198 shares

    0.02% of the 13F portfolio, value $1,349,697.

    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 5,499 shares
    Change vs previous 13F -1,296 shares

    0.03% of the 13F portfolio, value $1,776,232.

    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 6,795 shares
    Change vs previous 13F -18 shares

    0.04% of the 13F portfolio, value $2,174,672.

    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 6,813 shares
    Change vs previous 13F -315 shares

    0.03% of the 13F portfolio, value $1,947,564.

    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 7,128 shares
    Change vs previous 13F +3,787 shares

    0.03% of the 13F portfolio, value $1,821,418.

    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 3,341 shares
    Change vs previous 13F -50 shares

    0.02% of the 13F portfolio, value $961,559.

    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 3,391 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $962,944.

    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).