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Crestwood Advisors Group, LLC: JMEE position timeline

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

Crestwood Advisors Group, LLC held 1,023,610 JMEE 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 1,023,610 shares
    Change vs previous 13F +20,260 shares

    1.18% of the 13F portfolio, value $79,872,196.

    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 1,003,350 shares
    Change vs previous 13F +8,884 shares

    1.13% of the 13F portfolio, value $66,993,666.

    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 994,466 shares
    Change vs previous 13F +58,599 shares

    1.07% of the 13F portfolio, value $64,023,719.

    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 935,867 shares
    Change vs previous 13F +75,929 shares

    1.01% of the 13F portfolio, value $59,362,044.

    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 859,938 shares
    Change vs previous 13F -276,508 shares

    0.91% of the 13F portfolio, value $50,916,929.

    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 1,136,446 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $63,618,247.

    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).