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Crestwood Advisors Group, LLC: LAZ position timeline

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

Crestwood Advisors Group, LLC held 202,261 LAZ 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 202,261 shares
    Change vs previous 13F +3,106 shares

    0.13% of the 13F portfolio, value $8,482,827.

    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 199,155 shares
    Change vs previous 13F +2,307 shares

    0.14% of the 13F portfolio, value $8,460,104.

    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 196,848 shares
    Change vs previous 13F +13,199 shares

    0.16% of the 13F portfolio, value $9,558,939.

    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 183,649 shares
    Change vs previous 13F +25 shares

    0.17% of the 13F portfolio, value $9,692,995.

    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 183,624 shares
    Change vs previous 13F +2,465 shares

    0.16% of the 13F portfolio, value $8,810,280.

    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 181,159 shares
    Change vs previous 13F -3,806 shares

    0.15% of the 13F portfolio, value $7,844,185.

    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 184,965 shares
    Change vs previous 13F +738 shares

    0.18% of the 13F portfolio, value $9,521,998.

    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 184,227 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $9,281,357.

    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).