Skip to content
Disclosery

Crestwood Advisors Group, LLC: LII position timeline

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

Crestwood Advisors Group, LLC held 472 LII 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 472 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $270,659.

    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 464 shares
    Change vs previous 13F -35 shares

    <0.01% of the 13F portfolio, value $215,540.

    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 499 shares
    Change vs previous 13F +73 shares

    <0.01% of the 13F portfolio, value $242,497.

    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 426 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $225,717.

    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 408 shares
    Change vs previous 13F -107 shares

    <0.01% of the 13F portfolio, value $234,109.

    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 515 shares
    Change vs previous 13F -13 shares

    0.01% of the 13F portfolio, value $289,050.

    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 528 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $321,952.

    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).