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Crestwood Advisors Group, LLC: MFC position timeline

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

Crestwood Advisors Group, LLC held 579,513 MFC 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 579,513 shares
    Change vs previous 13F -759 shares

    0.35% of the 13F portfolio, value $23,476,071.

    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 580,272 shares
    Change vs previous 13F +163,314 shares

    0.34% of the 13F portfolio, value $19,984,568.

    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 416,958 shares
    Change vs previous 13F -2,219 shares

    0.25% of the 13F portfolio, value $15,127,236.

    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 419,177 shares
    Change vs previous 13F +3,516 shares

    0.22% of the 13F portfolio, value $13,057,363.

    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 415,661 shares
    Change vs previous 13F +929 shares

    0.24% of the 13F portfolio, value $13,284,526.

    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 414,732 shares
    Change vs previous 13F -22,565 shares

    0.25% of the 13F portfolio, value $12,918,902.

    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 437,297 shares
    Change vs previous 13F -3,139 shares

    0.25% of the 13F portfolio, value $13,429,391.

    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 440,436 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $13,014,884.

    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).