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Crestwood Advisors Group, LLC: L position timeline

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

Crestwood Advisors Group, LLC held 4,306 L 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 4,306 shares
    Change vs previous 13F +1,022 shares

    0.01% of the 13F portfolio, value $487,482.

    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 3,284 shares
    Change vs previous 13F +555 shares

    0.01% of the 13F portfolio, value $350,534.

    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 2,729 shares
    Change vs previous 13F +520 shares

    <0.01% of the 13F portfolio, value $287,391.

    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 2,209 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $221,762.

    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).