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Crestwood Advisors Group, LLC: MLRG position timeline

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

Crestwood Advisors Group, LLC held 41,992 MLRG 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 41,992 shares
    Change vs previous 13F -298 shares

    0.06% of the 13F portfolio, value $4,352,324.

    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 42,290 shares
    Change vs previous 13F -393 shares

    0.06% of the 13F portfolio, value $3,799,714.

    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 42,683 shares
    Change vs previous 13F +3 shares

    0.07% of the 13F portfolio, value $4,028,504.

    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 42,680 shares
    Change vs previous 13F -247 shares

    0.07% of the 13F portfolio, value $3,944,407.

    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 42,927 shares
    Change vs previous 13F -147 shares

    0.07% of the 13F portfolio, value $3,682,197.

    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 43,074 shares
    Change vs previous 13F -726 shares

    0.06% of the 13F portfolio, value $3,327,924.

    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 43,800 shares
    Change vs previous 13F -97 shares

    0.07% of the 13F portfolio, value $3,554,847.

    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 43,897 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,477,932.

    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).