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Crestwood Advisors Group, LLC: PANW position timeline

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

Crestwood Advisors Group, LLC held 68,072 PANW 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 68,072 shares
    Change vs previous 13F -3,413 shares

    0.34% of the 13F portfolio, value $23,213,888.

    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 71,485 shares
    Change vs previous 13F +3,545 shares

    0.19% of the 13F portfolio, value $11,460,434.

    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 67,940 shares
    Change vs previous 13F -10,187 shares

    0.21% of the 13F portfolio, value $12,514,611.

    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 78,127 shares
    Change vs previous 13F +2,158 shares

    0.27% of the 13F portfolio, value $15,908,150.

    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 75,969 shares
    Change vs previous 13F -2,000 shares

    0.28% of the 13F portfolio, value $15,546,206.

    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 77,969 shares
    Change vs previous 13F +12,085 shares

    0.25% of the 13F portfolio, value $13,304,572.

    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 65,884 shares
    Change vs previous 13F +33,561 shares

    0.22% of the 13F portfolio, value $11,988,191.

    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 32,323 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $11,048,001.

    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).