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Crestwood Advisors Group, LLC: IYE position timeline

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

Crestwood Advisors Group, LLC held 25,281 IYE 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 25,281 shares
    Change vs previous 13F -4,061 shares

    0.02% of the 13F portfolio, value $1,430,633.

    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 29,342 shares
    Change vs previous 13F -96 shares

    0.03% of the 13F portfolio, value $1,900,512.

    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 29,438 shares
    Change vs previous 13F -6,236 shares

    0.02% of the 13F portfolio, value $1,399,169.

    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 35,674 shares
    Change vs previous 13F -142,927 shares

    0.03% of the 13F portfolio, value $1,695,210.

    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 178,601 shares
    Change vs previous 13F -41,922 shares

    0.14% of the 13F portfolio, value $8,076,316.

    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 220,523 shares
    Change vs previous 13F -5,233 shares

    0.21% of the 13F portfolio, value $10,871,802.

    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 225,756 shares
    Change vs previous 13F -8,881 shares

    0.19% of the 13F portfolio, value $10,287,704.

    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 234,637 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $10,873,062.

    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).