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Crestwood Advisors Group, LLC: KLAC position timeline

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

Crestwood Advisors Group, LLC held 364,068 KLAC 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 364,068 shares
    Change vs previous 13F +323,234 shares

    1.63% of the 13F portfolio, value $109,831,685.

    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 40,834 shares
    Change vs previous 13F -2,703 shares

    1.01% of the 13F portfolio, value $60,119,129.

    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 43,537 shares
    Change vs previous 13F -5,769 shares

    0.88% of the 13F portfolio, value $52,902,659.

    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 49,306 shares
    Change vs previous 13F -2,749 shares

    0.91% of the 13F portfolio, value $53,181,040.

    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 52,055 shares
    Change vs previous 13F -660 shares

    0.84% of the 13F portfolio, value $46,627,753.

    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 52,715 shares
    Change vs previous 13F -165 shares

    0.68% of the 13F portfolio, value $35,835,333.

    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 52,880 shares
    Change vs previous 13F +1,224 shares

    0.62% of the 13F portfolio, value $33,320,432.

    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 51,656 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $40,003,470.

    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).