Crestwood Advisors Group, LLC: NFE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crestwood Advisors Group, LLC on NFE, newest first. How the timeline and the estimate are built.
Crestwood Advisors Group, LLC held 153,015 NFE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 153,015 sharesChange vs previous 13F +2,252 shares
<0.01% of the 13F portfolio, value $55,560.
13F-HR 0001426853-26-000003 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 150,763 sharesChange vs previous 13F +119 shares
<0.01% of the 13F portfolio, value $88,950.
13F-HR 0001426853-26-000002 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 150,644 sharesChange vs previous 13F +986 shares
<0.01% of the 13F portfolio, value $171,734.
13F-HR 0001426853-26-000001 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 149,658 sharesChange vs previous 13F +10,658 shares
0.01% of the 13F portfolio, value $330,744.
13F-HR 0001426853-25-000009 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 139,000 sharesChange vs previous 13F +9,969 shares
0.01% of the 13F portfolio, value $461,480.
13F-HR 0001426853-25-000007 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 129,031 sharesChange vs previous 13F +20,000 shares
0.02% of the 13F portfolio, value $1,072,248.
13F-HR 0001426853-25-000002 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 109,031 sharesChange vs previous 13F +1,000 shares
0.03% of the 13F portfolio, value $1,648,549.
13F-HR 0001426853-25-000001 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 108,031 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $982,002.
13F-HR 0001426853-24-000010 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).