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Crestwood Advisors Group, LLC: PFE position timeline

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

Crestwood Advisors Group, LLC held 137,811 PFE 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 137,811 shares
    Change vs previous 13F -7,511 shares

    0.05% of the 13F portfolio, value $3,318,500.

    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 145,322 shares
    Change vs previous 13F +5,394 shares

    0.07% of the 13F portfolio, value $4,080,653.

    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 139,928 shares
    Change vs previous 13F -3,420 shares

    0.06% of the 13F portfolio, value $3,484,196.

    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 143,348 shares
    Change vs previous 13F +348 shares

    0.06% of the 13F portfolio, value $3,652,497.

    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 143,000 shares
    Change vs previous 13F +6,851 shares

    0.06% of the 13F portfolio, value $3,466,313.

    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 136,149 shares
    Change vs previous 13F -1,748 shares

    0.07% of the 13F portfolio, value $3,450,013.

    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 137,897 shares
    Change vs previous 13F +3,382 shares

    0.07% of the 13F portfolio, value $3,658,402.

    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 134,515 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,892,874.

    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).