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Crestwood Advisors Group, LLC: MUB position timeline

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

Crestwood Advisors Group, LLC held 616,861 MUB 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 616,861 shares
    Change vs previous 13F +50,487 shares

    0.98% of the 13F portfolio, value $66,386,785.

    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 566,374 shares
    Change vs previous 13F +31,036 shares

    1.01% of the 13F portfolio, value $60,120,369.

    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 535,338 shares
    Change vs previous 13F +44,439 shares

    0.96% of the 13F portfolio, value $57,340,092.

    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 490,899 shares
    Change vs previous 13F +27,123 shares

    0.89% of the 13F portfolio, value $52,275,689.

    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 463,776 shares
    Change vs previous 13F -231,664 shares

    0.87% of the 13F portfolio, value $48,455,127.

    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 695,440 shares
    Change vs previous 13F +61,106 shares

    1.39% of the 13F portfolio, value $73,327,245.

    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 634,334 shares
    Change vs previous 13F -19,786 shares

    1.27% of the 13F portfolio, value $67,588,270.

    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 654,120 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $71,057,172.

    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).