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Crestwood Advisors Group, LLC: MA position timeline

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

Crestwood Advisors Group, LLC held 82,614 MA 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 82,614 shares
    Change vs previous 13F +11,226 shares

    0.63% of the 13F portfolio, value $42,430,374.

    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 71,388 shares
    Change vs previous 13F -2,369 shares

    0.6% of the 13F portfolio, value $35,669,416.

    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 73,757 shares
    Change vs previous 13F -1,204 shares

    0.7% of the 13F portfolio, value $42,106,794.

    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 74,961 shares
    Change vs previous 13F +1,332 shares

    0.73% of the 13F portfolio, value $42,638,290.

    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 73,629 shares
    Change vs previous 13F +11,555 shares

    0.74% of the 13F portfolio, value $41,374,710.

    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 62,074 shares
    Change vs previous 13F +4,098 shares

    0.65% of the 13F portfolio, value $34,024,141.

    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 57,976 shares
    Change vs previous 13F +5,413 shares

    0.57% of the 13F portfolio, value $30,528,528.

    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 52,563 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $25,955,400.

    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).