Skip to content
Disclosery

Crestwood Advisors Group, LLC: JPEF position timeline

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

Crestwood Advisors Group, LLC held 119,383 JPEF 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 119,383 shares
    Change vs previous 13F +20,356 shares

    0.14% of the 13F portfolio, value $9,589,881.

    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 99,027 shares
    Change vs previous 13F +15,421 shares

    0.12% of the 13F portfolio, value $7,111,101.

    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 83,606 shares
    Change vs previous 13F +28,634 shares

    0.1% of the 13F portfolio, value $6,244,293.

    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 54,972 shares
    Change vs previous 13F +10,229 shares

    0.07% of the 13F portfolio, value $4,072,858.

    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 44,743 shares
    Change vs previous 13F +5,789 shares

    0.06% of the 13F portfolio, value $3,138,257.

    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 38,954 shares
    Change vs previous 13F +18,806 shares

    0.05% of the 13F portfolio, value $2,479,796.

    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 20,148 shares
    Change vs previous 13F +13,632 shares

    0.03% of the 13F portfolio, value $1,352,116.

    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 6,516 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $426,993.

    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).