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Crestwood Advisors Group, LLC: PCG position timeline

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

Crestwood Advisors Group, LLC held 31,247 PCG 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 31,247 shares
    Change vs previous 13F +6,282 shares

    0.01% of the 13F portfolio, value $525,582.

    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 24,965 shares
    Change vs previous 13F +2,278 shares

    0.01% of the 13F portfolio, value $438,637.

    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 22,687 shares
    Change vs previous 13F +2,265 shares

    0.01% of the 13F portfolio, value $364,582.

    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 20,422 shares
    Change vs previous 13F +2,326 shares

    0.01% of the 13F portfolio, value $307,965.

    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 18,096 shares
    Change vs previous 13F +238 shares

    <0.01% of the 13F portfolio, value $252,260.

    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 17,858 shares
    Change vs previous 13F +367 shares

    0.01% of the 13F portfolio, value $306,802.

    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 17,491 shares
    Change vs previous 13F +469 shares

    0.01% of the 13F portfolio, value $352,973.

    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 17,022 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $336,527.

    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).