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Crestwood Advisors Group, LLC: PEP position timeline

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

Crestwood Advisors Group, LLC held 193,926 PEP 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 193,926 shares
    Change vs previous 13F -7,513 shares

    0.39% of the 13F portfolio, value $26,258,323.

    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 201,439 shares
    Change vs previous 13F +896 shares

    0.53% of the 13F portfolio, value $31,281,511.

    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 200,543 shares
    Change vs previous 13F +5,910 shares

    0.48% of the 13F portfolio, value $28,781,887.

    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 194,633 shares
    Change vs previous 13F +124,994 shares

    0.47% of the 13F portfolio, value $27,334,209.

    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 69,639 shares
    Change vs previous 13F -1,496 shares

    0.16% of the 13F portfolio, value $9,195,183.

    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 71,135 shares
    Change vs previous 13F -3,641 shares

    0.2% of the 13F portfolio, value $10,666,054.

    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 74,776 shares
    Change vs previous 13F -1,216 shares

    0.21% of the 13F portfolio, value $11,370,501.

    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 75,992 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $12,922,454.

    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).