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Crestwood Advisors Group, LLC: ORCL position timeline

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

Crestwood Advisors Group, LLC held 182,471 ORCL 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 182,471 shares
    Change vs previous 13F -5,841 shares

    0.4% of the 13F portfolio, value $26,741,193.

    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 188,312 shares
    Change vs previous 13F +81 shares

    0.47% of the 13F portfolio, value $27,702,642.

    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 188,231 shares
    Change vs previous 13F +6,220 shares

    0.61% of the 13F portfolio, value $36,688,133.

    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 182,011 shares
    Change vs previous 13F -10,175 shares

    0.87% of the 13F portfolio, value $51,188,667.

    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 192,186 shares
    Change vs previous 13F +9,662 shares

    0.75% of the 13F portfolio, value $42,017,713.

    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 182,524 shares
    Change vs previous 13F -240 shares

    0.49% of the 13F portfolio, value $25,518,699.

    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 182,764 shares
    Change vs previous 13F -683 shares

    0.57% of the 13F portfolio, value $30,455,858.

    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 183,447 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $31,259,349.

    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).