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Crestwood Advisors Group, LLC: MSFT position timeline

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

Crestwood Advisors Group, LLC held 547,463 MSFT 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 547,463 shares
    Change vs previous 13F +11,543 shares

    3.03% of the 13F portfolio, value $204,212,280.

    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 535,920 shares
    Change vs previous 13F -3,362 shares

    3.34% of the 13F portfolio, value $198,375,071.

    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 539,282 shares
    Change vs previous 13F -14,125 shares

    4.34% of the 13F portfolio, value $260,809,977.

    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 553,407 shares
    Change vs previous 13F -6,917 shares

    4.88% of the 13F portfolio, value $286,635,440.

    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 560,324 shares
    Change vs previous 13F +1,275 shares

    4.99% of the 13F portfolio, value $278,709,883.

    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 559,049 shares
    Change vs previous 13F +2,866 shares

    3.99% of the 13F portfolio, value $209,861,552.

    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 556,183 shares
    Change vs previous 13F +7,553 shares

    4.4% of the 13F portfolio, value $234,431,143.

    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 548,630 shares
    Change vs previous 13F not available

    4.51% of the 13F portfolio, value $236,073,890.

    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).