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Crestwood Advisors Group, LLC: META position timeline

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

Crestwood Advisors Group, LLC held 123,970 META 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 123,970 shares
    Change vs previous 13F -11,705 shares

    1.04% of the 13F portfolio, value $69,830,717.

    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 135,675 shares
    Change vs previous 13F -10,604 shares

    1.31% of the 13F portfolio, value $77,618,278.

    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 146,279 shares
    Change vs previous 13F -44,309 shares

    1.61% of the 13F portfolio, value $96,558,233.

    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 190,588 shares
    Change vs previous 13F -5,505 shares

    2.38% of the 13F portfolio, value $139,965,417.

    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 196,093 shares
    Change vs previous 13F +3,753 shares

    2.59% of the 13F portfolio, value $144,733,774.

    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 192,340 shares
    Change vs previous 13F +9,836 shares

    2.11% of the 13F portfolio, value $110,857,107.

    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 182,504 shares
    Change vs previous 13F +73,144 shares

    2% of the 13F portfolio, value $106,857,892.

    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 109,360 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $62,601,341.

    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).