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Crestwood Advisors Group, LLC: J position timeline

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

Crestwood Advisors Group, LLC held 81,891 J 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 81,891 shares
    Change vs previous 13F -2,446 shares

    0.15% of the 13F portfolio, value $10,318,309.

    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 84,337 shares
    Change vs previous 13F +1,674 shares

    0.18% of the 13F portfolio, value $10,734,457.

    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 82,663 shares
    Change vs previous 13F +2,362 shares

    0.18% of the 13F portfolio, value $10,949,578.

    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 80,301 shares
    Change vs previous 13F -131 shares

    0.2% of the 13F portfolio, value $12,033,943.

    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 80,432 shares
    Change vs previous 13F +453 shares

    0.19% of the 13F portfolio, value $10,572,818.

    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 79,979 shares
    Change vs previous 13F -1,503 shares

    0.18% of the 13F portfolio, value $9,668,690.

    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 81,482 shares
    Change vs previous 13F +1,411 shares

    0.2% of the 13F portfolio, value $10,887,656.

    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 80,071 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $10,481,325.

    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).