Crestwood Advisors Group, LLC: PLD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crestwood Advisors Group, LLC on PLD, newest first. How the timeline and the estimate are built.
Crestwood Advisors Group, LLC held 7,162 PLD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 7,162 sharesChange vs previous 13F +1,035 shares
0.01% of the 13F portfolio, value $970,301.
13F-HR 0001426853-26-000003 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,127 sharesChange vs previous 13F +1,503 shares
0.01% of the 13F portfolio, value $809,834.
13F-HR 0001426853-26-000002 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,624 sharesChange vs previous 13F +1,346 shares
0.01% of the 13F portfolio, value $590,360.
13F-HR 0001426853-26-000001 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,278 sharesChange vs previous 13F +1,046 shares
0.01% of the 13F portfolio, value $375,368.
13F-HR 0001426853-25-000009 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,232 sharesChange vs previous 13F -530 shares
<0.01% of the 13F portfolio, value $234,601.
13F-HR 0001426853-25-000007 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,762 sharesChange vs previous 13F +525 shares
0.01% of the 13F portfolio, value $308,748.
13F-HR 0001426853-25-000002 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,237 sharesChange vs previous 13F +502 shares
<0.01% of the 13F portfolio, value $236,416.
13F-HR 0001426853-25-000001 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,735 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $219,033.
13F-HR 0001426853-24-000010 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).