Crestwood Advisors Group, LLC: KKR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crestwood Advisors Group, LLC on KKR, newest first. How the timeline and the estimate are built.
Crestwood Advisors Group, LLC held 5,627 KKR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 5,627 sharesChange vs previous 13F +505 shares
0.01% of the 13F portfolio, value $516,421.
13F-HR 0001426853-26-000003 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,122 sharesChange vs previous 13F -463 shares
0.01% of the 13F portfolio, value $473,785.
13F-HR 0001426853-26-000002 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,585 sharesChange vs previous 13F +666 shares
0.01% of the 13F portfolio, value $712,031.
13F-HR 0001426853-26-000001 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,919 sharesChange vs previous 13F +306 shares
0.01% of the 13F portfolio, value $639,281.
13F-HR 0001426853-25-000009 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,613 sharesChange vs previous 13F +20 shares
0.01% of the 13F portfolio, value $613,640.
13F-HR 0001426853-25-000007 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,593 sharesChange vs previous 13F +21 shares
0.01% of the 13F portfolio, value $531,047.
13F-HR 0001426853-25-000002 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,572 sharesChange vs previous 13F -115 shares
0.01% of the 13F portfolio, value $676,308.
13F-HR 0001426853-25-000001 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,687 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $612,002.
13F-HR 0001426853-24-000010 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).